FINDING STABLE INCOME & ENHANCED DIVERSIFICATION THROUGH REAL ASSETS

FRANKLIN GLOBAL REAL ASSETS FUND II

ABOUT FRANKLIN GLOBAL REAL ASSETS FUND II

Available for accredited retail investors, Franklin Global Real Assets Fund II is a globally diversified portfolio of both private and public real asset investments. This fund provides exposure to areas of the economy that were previously the preserve of institutional investors, including commercial real estate, infrastructure, agriculture and timber. It’s designed to help improve diversification, lower overall portfolio risk and provide a stable income stream for investors.


 

Investing in the Tangible

In this video, Franklin Real Asset Advisors institutional portfolio manager Andrew Knox outlines what constitutes a real asset, the five key characteristics of real assets, and how the Franklin Global Real Assets strategy is designed to help provide stable long-term income for investors.

REASONS TO INVEST

This strategy is designed for investors who are seeking new ways to generate stable, long-term income. With a relatively low correlation to some traditional asset classes, real assets are positioned to participate in wider economic growth, while also offering potential downside protection in times of economic uncertainty.

Why Real Assets? Why Now?

Diversification

Seeking additional portfolio diversification

Real assets have historically low correlations to some traditional asset classes.

Income

Search for better income generation

Historically steady income streams from long-term leases and contracts of underlying assets.

Volatility

Reduced portfolio volatility

Real assets can help reduce overall portfolio volatility.

BREAKING DOWN BARRIERS

Other than buying residential property, real assets can be difficult for retail investors to access. Traditionally, there have been significant barriers to entry for real assets in terms of minimum investments, complex tax structures and liquidity. Buying into a commercial development or a new energy infrastructure project was simply out of reach for most people…until now. This new fund removes many of those barriers, with a $5,000 minimum investment, quarterly liquidity and a competitive management fee. The fund is part of Franklin Templeton’s steadfast commitment to providing greater choice for investors of all levels.

INVESTMENT TEAM

Franklin Real Asset Advisors is a distinguished multinational team that has been investing in global real assets since 1984. The portfolio managers use a time-tested investment process characterized by strong research and selection capabilities that includes top-down analysis, bottom-up due diligence and risk-mitigation. In addition, their expertise is backed up by the strength and stability of Franklin Templeton’s global platform, providing reporting, compliance and back-office capabilities with significant economies of scale.

Resources

Product Flyer

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Offering Memorandum

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