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Franklin Global Growth Fund-Class W

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100559-2023-10-28-02:25.pdf
FUND MANAGER Franklin Templeton Investments Australia
ASX Code
APIR FRT0009AU
ASSET CLASS GLOBAL EQUITIES
INVESTMENT STYLE The Fund invests primarily in equity-related securities of any market capitalisation in both developed and emerging markets.
INVESTMENT PROFILE The Fund aims to achieve long-term capital appreciation.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-10-2008
BENCHMARK MSCI World ex-Australia (Net Returns) Index
FUND SIZE MSCI World ex-Australia (Net Returns) Index
DISTRIBUTION FREQUENCY Half-yearly
NO. OF HOLDINGS 35-40
FEES 0.90% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the Franklin Global Growth Fund-Class W

The significant features and benefits of the Fund are:

  • A disciplined investment process which aims to build a portfolio of approximately 40 stocks that we believe can provide superior returns, while remaining cognisant of the importance of selecting a diversified group of stocks to help manage risk in the portfolio;
  • Exposure to a portfolio of high quality sustainable growth companies chosen on the basis of fundamental company research;
  • Professionally managed fund investing in a diversified portfolio across sectors and global equity markets; and
  • Access to a highly experienced and stable investment team that utilizes a consistently applied investment philosophy.

Risk level

High

Investor suitability

Investors who: have an investment timeframe of at least five years; wish to gain exposure to a global portfolio of equity securities; and are comfortable with the risk level of the Fund.
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

  • Invests in 35-40 high-quality sustainable growth companies recommended by our analysts through in-depth fundamental research
  • Invests in companies with sustainable business models that we can own for 3 to 5 years
  • Low portfolio turnover of about 30-50%
  • Industry and regional diversification results from limiting overlap of economic exposures among holdings

Why consider this fund?

Concentrated, Yet Diversified Approach

The Fund adopts a "best ideas approach, delivering a portfolio that is benchmark indifferent, yet diversified, due to the limited overlap of economic exposures between companies.

Strong Conviction

The Fund's focused approach and fundamental research requires the team develop a high level of conviction in every investment.

Disciplined Approach

With an analysis based on growth, quality, and valuation, analysts search for high-quality companies with sustainable business models at reasonable prices.

Mandate

How we invest your money

The Fund invests in a diversified portfolio of equity securities listed on recognised stock markets in both developed and emerging markets around the world (other than in Australia).

At the date of the PDS, the Fund does not intend to borrow to achieve the stated investment objectives.