Franklin Innovation Fund

Investment Objective and Strategy

The Fund seeks capital appreciation by investing primarily in companies with sustainable innovation-driven growth prospects.

  • Access to International Markets. The Fund can invest in companies located anywhere in the world. We consider the Fund to be a diversified Global Growth Equity strategy.
  • High-Growth Positioning. The portfolio is often distinguished by higher estimated long-term earnings growth relative to major US Equity benchmarks, aiming to provide exposure to pockets of growth and dynamic technology that the index may not.
  • Thematic Exposure. Currently, we have identified five innovation themes to anchor our portfolio: Global E-Commerce, Genetic Breakthroughs, Intelligent Machines, New Finance and Exponential Data. We seek to look beyond macroeconomic indicators and short-term company fundamentals, and instead harness the potential wealth creation power of these innovations and others over a long-term investment horizon.

  • A Proven Investment Process. This Fund's strategy has focused on investing in “Dynamic Technology” since 1968.
  • Advantaged Location. The portfolio managers and investment team are in Silicon Valley, California - at the center of a network of industry, finance, academic and other contacts dedicated to world-leading innovation.

FUND MANAGERS

Matthew Moberg

  • California, United States
  • Years with firm: 21
  • Years of experience: 23