Franklin Royce Global
Small Cap Premier Fund

Access a globally diversified portfolio of high-quality smaller companies

Franklin Royce Global Small-Cap Premier Fund

An actively managed core global small cap strategy focused on investing in a diversified portfolio of high-quality companies

BOTTOM UP RESEARCH

Research is fundamentally driven, with both quantitative and qualitative methods utilised

GLOBALLY DIVERSIFIED

Typically invests in 60-85 smaller companies around the world across industries

FOCUS ON QUALITY

Invests in leading quality companies that demonstrate persistently high returns on invested capital and low debt


The Case for Global Small Caps

We believe there is a strong case for including global small-caps in a diversified portfolio, with the potential for active managers add further value.

LARGE OPPORTUNITY SET

Small cap universe is a fertile hunting ground with approximately 6,000 companies in the index1

INEFFICIENT ASSET CLASS

Approximately 23% of small-cap stocks on the index1 have zero or one analyst coverage, presenting mispricing opportunities

STRONG TRACK RECORD

Global small-caps have consistently outperformed global large-caps over the long term2

Meet the Team

The highly experienced portfolio management team, located in North America and Europe, is supported by the in-depth research of dedicated research analysts.

Mark Rayner

Mark Rayner, CA

Co-Lead Portfolio Manager

  • Tenure - 2007
Steven McBoyle

Steven McBoyle

Co-Lead Portfolio Manager

  • Tenure - 2008
Lauren Romeo

Lauren Romeo, CFA

Portfolio Manager

  • Tenure 2004
Mark Fischer

Mark Fischer

Portfolio Manager

  • Tenure - 2020

How to Invest

Learn more about Franklin Royce Global Small Cap Premier Fund by contacting your Franklin Templeton representative or our Client Services team at 1.800.387.0830 (Monday-Friday 8:00 a.m. – 8:00 p.m. ET).

Franklin Royce Global Small Cap Premier Fund

  • Invests primarily in global small-cap stocks that Royce believes are “premier” small-cap companies
  • These are companies with discernible competitive advantages, high returns on invested capital, and a sustainable franchise
  • Focuses on leading quality companies, those with low debt, the ability to generate excess cash flow, and attractive prospects that are selling at prices Royce believes do not fully reflect these attributes
  • Many global small cap stocks have little or no analytical coverage from brokerage firms, potentially increasing the opportunity to find high quality companies selling at valuations that Royce believes understates their true worth

Talk to your Franklin Templeton representative to learn more about Franklin Royce Global Small Cap Premier Fund.

View Mutual Fund Details

Related Insights

1. Source: MSCI as of June 30, 2021 and is based on the MSCI ACWI Small Cap Index-NR

2. Source: MSCI as of June 30, 2021. MSCI ACWI Small Cap Index has outperformed the MSCI ACWI Large Cap Index 74% of the time on a rolling 5-year basis and 91% of the time on a rolling 10-year basis from the index inception 31/05/1994.