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Canada
Franklin Global Growth Fund is a concentrated portfolio of high conviction stocks that looks very different from its benchmark and other global equity funds, making it an ideal complement to a wide variety of investments, including mega cap growth stocks and passive funds.And that same proven investment strategy is now available as an ETF (TSX: FGGE).
Long-Term Investing Success
Returns (%) and Quartile Rankings1
As of January 31, 2021
| YTD* | 1 Year | 3 Years | 5 Years | Since Inception (6/20/11) | |
|---|---|---|---|---|---|
| Franklin Global Growth Fund – Series F | -1.44 | 29.55 | 16.87 | 17.35 | 14.13 |
| Global Equity Category Average | -0.28 | 12.17 | 7.20 | 9.07 | 9.85 |
| Fund Quartile Rankings | 4th | 1st | 1st | 1st | 1st |
INVESTMENT EXCELLENCE, RECOGNIZED
MORNINGSTAR RATED FUND™
Series F
As of 01/31/2021. Please refer to Excellence, Recognized for more information on Morningstar Risk-Adjusted Ratings.Keep updated with the latest resources and insights
KEY REASONS TO INVEST
Differentiated growth:
Focuses on high quality companies that may be better growth prospects than the household mega-cap names
Benchmark indifferent:
Has flexibility to invest in the best opportunities around the world, regardless of their weight or inclusion in the benchmark
Concentrated yet diversified:
Seeks to limit economic overlap within the portfolio, investing in 35-40 companies with uncorrelated revenue drivers
Differentiated growth2
Investing in the MSCI World Index alone may result in an overweight in FAANG stocks, can limit the benefits of a diversified portfolio and increase market volatility.
As of December 31, 2020
Benchmark indifferent
A global team of sector analysts focus on their respective industries and regions to find companies that meet the Franklin Equity Group’s strict growth, quality and valuation criteria. With deep knowledge of each holding, the analysts look beyond a company’s domicile to focus on its economic exposures, revenues and growth trends to determine an appropriate weight in the portfolio.
Domicile vs Revenue Breakdown3
As of December 31, 2020
Concentrated yet diversified4
As of December 31, 2020
Though the Franklin Global Growth Fund is a concentrated portfolio, the investment team diversifies economic exposures in an effort to mitigate risk. How? The fund seeks to limit the overlap of economic exposures among individual holdings. For example, the managers avoid holding companies that are competitors or those that are subject to common revenue or expense drivers.
Related Links
Footnotes
- Source: Franklin Templeton. All data in Canadian dollars.
- Source: FactSet API.
- Source: Franklin Templeton, FactSet. Geographic Revenue exposure is a weighted average of last reported revenues by each company and current weight in the portfolio.
- The economic overlap chart is for illustrative and discussion purposes only. It is based on the internal assessment of the portfolio manager and investment team and is meant to show the economic overlap among all the holdings in the Franklin Global Growth strategy, as of the date indicated. It may change in current or future periods to reflect any changes to portfolio holdings. The shaded areas reflect, in the manager's view, the areas of overlap among the holdings and are not meant to represent the business of any holding. The circles are graphic representations of the individual holdings only and are not intended to represent equal weighting in the portfolio. All holdings information is historical and may not reflect current or future portfolio characteristics. All portfolio holdings are subject to change. The information provided is not a recommendation to purchase, sell or hold any particular security. The securities or issuers listed do not represent the entire holdings and, in the aggregate, may represent only a small percentage of such holdings. There is no assurance that securities purchased will remain in the portfolio, or that securities sold will not be repurchased. In addition, it should not be assumed that any securities or issuers listed were or will prove to be profitable. The portfolio manager reserves the right to withhold release of information with respect to holdings that would otherwise be included.
Important Legal Information
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Series F is available to investors participating in programs that do not require Franklin Templeton to incur distribution costs in the form of trailing commissions to dealers. As a consequence, the management fee on Series F is lower than on Series A.
Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.
Distributions are not guaranteed and the proportion of income and return of capital will fluctuate depending on fund returns. Unlike fixed-income securities, there is no obligation to distribute any fixed amount, and reductions in, or suspensions of, distributions may occur that would reduce yield. Distributions are not an indication of performance, rate of return, or yield. Mutual fund distributions are not guaranteed and are set and may change at the discretion of Franklin Templeton Investments Corp.
Effective October 1, 2020, the management and administration fee for this fund was reduced by 0.27%.
