Templeton Global Total Return Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to maximise total investment return consisting of a combination of interest income, capital appreciation, and currency gains by investing principally in a portfolio of fixed and/or floating rate debt securities and debt obligations issued by government and government-related issuers or corporate entities worldwide. The Fund may invest in investment grade and non-investment grade debt securities. The Fund may also use various currency-related and other transactions involving derivative instruments.

Taking an unconstrained, multisector approach provides the ability to identify and isolate risks that are rational, recognised and rewarded, while capitalising on opportunities in developed and emerging markets.

We implement a fundamental, research-driven approach that pursues investment opportunities across currencies, interest rates and credit sectors that we believe have the best potential to maximise risk-adjusted returns.

Aims to take advantage of investment opportunities around the world, leveraging the knowledge and experience of Franklin Templeton’s worldwide fixed income research platform.

FUND MANAGERS

Michael Hasenstab

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

Calvin Ho

  • California, United States
  • Years With Firm: 14
  • 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 debt securities issued by government, government-related or corporate entities worldwide and in derivatives. Such securities and derivatives have historically been subject to price movements, generally due to interest rates, foreign exchange rates or movements in the bond market. As a result, the performance of the Fund can fluctuate 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, derivatives risk, liquidity risk, emerging markets 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.