Franklin Funds

By: Templeton  09-12-2011
Keywords: Portfolio Managers, Equity Fund, Income Funds

Seeking Growth around the World-in Franklin

  • Franklin equity fund portfolios are built around growth companies with sustainable competitive advantages demonstrating strong revenue and projections and/or leading edge products or processes.
  • Additional growth indicators include proprietary technology or intellectual property, a unique marketing niche, distinct positioning as industry leaders and visionary management.

Research Driven Investors

  • Extensive research is at the core of all Franklin equity portfolios.
  • Employing proprietary research models, Franklin portfolio managers and analysts conduct rigorous quantitative and qualitative analysis in order to examine fundamentals and estimate growth potential.
  • Field visits are an integral and regular part of our process before, and after, a stock is purchased.
  • Additionally, industry and consumer trends that impact the long-term prospects of companies are also evaluated.

Location Matters

  • Franklin portfolio managers and analysts are strategically located around the world. For example:
    • All Franklin U.S. equity, specialty and fixed income funds are managed by Franklin Equity Group from our offices near Silicon Valley in California.
    • In Tokyo, Franklin Templeton Investments Japan Limited manages Franklin’s Japanese equity offerings.

Fixed Income Powerhouse

  • With a proven 60+ year track record, Franklin has one of the most substantial global fixed income platforms.
  • Franklin Templeton Fixed Income Group brings together the strength and resources of a team of more than 100 fixed income investment professionals manages over US$148.7 billion.
  • Leveraging a combined research platform, the team allocates its holdings across maturities, countries, and sectors to capitalize on expected movements in interest rates and currency markets.
  • The team uses a strategy of allocating assets among securities across various sectors based on its assessment of changing economic, global, industry, and issuer conditions.
  • A “top-down” analysis of macroeconomic trends combined with a “bottom-up” fundamental analysis is employed to take advantage of various sector reactions to economic events.
  • Our fixed income experts evaluate country risk, business cycles, yield curves, and values between, and within markets.
  • The group’s diverse capabilities include U.S. Treasury bonds, mortgage-backed securities, high yield bonds, U.S. municipal bonds, sovereign bonds and emerging market debt.
The information in this article was current at 06 Dec 2011

Keywords: Equity Fund, Income Funds, Portfolio Managers

Other products and services from Templeton


Private Portfolio Management

At Fiduciary Trust Company of Canada, we are committed to providing you with the services and attention you deserve. To learn more about the Private Portfolio Management Program, please talk to your investment advisor. Discretionary solutions, built for you by our experts. A partnership you can trust.


Mutual Series Funds

Both Mutual Beacon Fund and Mutual Discovery Fund are good choices for investors not comfortable with high risk, as the securities in which we invest are often less affected by general market movements than more volatile, high-growth companies. As deep value investors, we focus on underlying asset value, potential catalysts and long-term intrinsic value creation, in addition to looking for solid assets undervalued by the market.


Quotential Program

The Quotential Program has a 20-member global investment team dedicated to interpreting and capitalizing on global economic trends to help mitigate risks and maximize returns for your portfolio. There's a Quotential portfolio to suit every type of investor, and there's one that suits your particular investment time horizon, risk tolerance, and financial goals.


Tapestry Private Investment Program

The Tapestry Private Investment Program® offers six actively-managed portfolios, each with a blend of asset classes, geographic regions, market capitalizations and management styles.


Bissett Funds

Our conservative income approach results in fully diversified portfolios characterized by lower downside risk relative to their peer group and attractive yield characteristics. The Bissett Asset Mix Team strives to maintain a balance between equity and income securities, and domestic and foreign investments, to suit market conditions.


Templeton Funds

One of the most effective ways to reduce risk without sacrificing the potential of capital gains is maintaining a diversified portfolio of stocks, which comes as a direct result of our disciplined process of selecting quality, discounted companies. Available in Canada since 1954, Templeton is backed by more than half a century of global investment management experience governing our suite of equity, balanced, and income funds.


Franklin Templeton Money Market Yield Class

INVESTMENT OBJECTIVE The Fund intends to achieve its objective primarily by investing in Canadian equity securities and entering into forward contracts or other permitted derivatives in order to provide the Fund with a return determined with reference to the performance of a money market fund managed by the Manager.