Franklin Global Fundamental Strategies Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund’s investment objective is to seek capital appreciation through a diversified, value- oriented approach, with a secondary objective of seeking income. The Fund generally invests in equity securities of companies of any market capitalisation located anywhere in the world, including Emerging Markets, as well as fixed and floating rate debt securities and debt obligations issued by government, government- related and/or corporate entities worldwide. The Fund makes an allocation of its assets between three different investment strategies followed independently by the Templeton Global Macro, Templeton Global Equity and Franklin Mutual Series management groups, with the aim to maintain an equal exposure to two global equity strategies and one global fixed income strategy, subject to appropriate monitoring and rebalancing.

The goal of the Fund is to provide investors with long-term capital appreciation with a secondary objective of current income.

At the heart of the Fund is a unique split between three time-tested global strategies (Franklin Mutual Series, Templeton Global Equity,Templeton Global Macro ). This is designed to ensure that investors benefit in any type of market environment.

The Fund enables the investor to achieve true diversification across different sectors, geographic regions, asset classes, market capitalizations and, most importantly, diverse investment styles. It combines the specialized expertise of three world-class investment management groups: Franklin Mutual Series, Templeton and Franklin Templeton Fixed Income.

The Fund’s allocation is monitored and automatically rebalanced to adapt to market movements.


May Tong

  • New York, United States
  • Years With Firm: 1
  • Years Of Experience: 18

Marzena Hofrichter

  • Frankfurt, Germany
  • Years With Firm: 9
  • Years Of Experience: 14

What are the Key Risks?

The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments.

  • The Fund invests mainly in equity and debt securities of companies around the world, including emerging markets. Such securities have historically been subject to significant price movements that may occur suddenly due to market or company-specific factors. As a result, the performance of the Fund can fluctuate considerably over time.
  • Other significant risks include: credit risk, derivatives risk, emerging markets risk, liquidity risk, currency risk, Shanghai-Hong Kong Stock Connect risk.
For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds.