Templeton Global Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to achieve long-term capital appreciation by investing in equity and debt obligations of companies and governments of any nation throughout the world, including emerging markets. The Fund invests principally in common stocks.

Disciplined ‘value’ investment approach. Templeton's investment style is built upon a disciplined, yet flexible, long-term approach to value-oriented investing based on the principles established by Sir John Templeton. Portfolios are structured completely from a stock selection orientation; asset allocation decisions are residual within the process.

Proven investment process. The 5 step process consists of identifying undervalued stocks, conducting in-depth fundamental analysis, having a team approval of stock ideas, constructing portfolios from the approved ‘bargain list’ and ongoing portfolio monitoring & risk management.

An experienced management team. The Templeton Global Equity Group, comprised of experienced portfolio managers/analysts located in Fort Lauderdale (Florida), Toronto, Edinburgh, Hong Kong, Singapore, Melbourne and Nassau.


Heather Arnold

  • Nassau, Bahamas
  • Years With Firm: 14
  • Years Of Experience: 35

Dylan Ball

  • London, United Kingdom
  • Years With Firm: 12
  • Years Of Experience: 19

Peter Moeschter

  • Nassau, Bahamas
  • Years With Firm: 21
  • Years Of Experience: 26

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 securities of companies around the world. 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: currency risk, emerging markets risk, liquidity 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.