Templeton Global Balanced Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund seeks capital appreciation and current income by investing principally in equity securities and government debt securities issued by entities throughout the world, including emerging markets. The portfolio manager anticipates that the majority of the Fund’s portfolio is normally invested in equity or equity- linked securities.

The skills of two global teams combined. Management of the Fund is split between the global equity and the global bond teams. The Fund is supported by the entire Templeton Global Equity group analysts and by the Templeton Global Fixed Income Group, specially the international investment team.

Global Equity with a 'Value' style. Templeton has a long-term, value-oriented style and employs a bottom-up stock selection approach from a global universe of stocks. The process aims to identify those companies that are selling at the greatest discount to future intrinsic value, which over time will produce the greatest share price returns with minimal risk.

Global Fixed Income robust investment process. In Franklin Templeton’s Fixed Income process Top-Down and Bottom-Up analyses are combined. Research from both these perspectives enables the team to build a portfolio that should perform well on an absolute basis throughout the market cycle.

FUND MANAGERS

Michael Hasenstab

  • California, United States
  • Years With Firm: 20
  • Years Of Experience: 24

Peter Wilmshurst

  • Melbourne, Australia
  • Years With Firm: 21
  • Years Of Experience: 26

Calvin Ho

  • California, United States
  • Years With Firm: 13
  • Years Of Experience: 14

Alan Chua

  • Singapore
  • Years With Firm: 18
  • Years Of Experience: 29

Tian Qiu

  • Hong Kong
  • Years With Firm: 22
  • Years Of Experience: 22

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, equity-related and debt securities around the world. Such securities have historically been subject to significant price movements that may occur suddenly due to equity and bond market or company-specific factors. As a result, the performance of the Fund can fluctuate considerably over time.
  • The Fund may distribute income gross of expenses. Whilst this might allow more income to be distributed, it may also have the effect of reducing capital.
  • Other significant risks include: credit risk, currency risk, emerging markets risk, liquidity risk, derivatives 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.