GROWTH DONE DIFFERENTLY.
Franklin Global Growth Fund

Franklin Global Growth Fund allows you to invest in quality growth companies from around the world. This fund searches the wider global equity universe for companies with secular opportunities that can produce growth over time. The fund also provides diversification against risks posed by highly correlated growth stocks.


Franklin Global Growth Fund has delivered impressive performance (Series F) for its investors, compared to its global equity peers.

Long-Term Investing Success

Returns (%) and Quartile Rankings1
As of June 30, 2020

YTD*1 Year3 Years5 YearsSince Inception
(6/20/11)
Franklin Global Growth Fund – Series F 13.05 24.99 15.35 12.84 12.95
Global Equity Category Average -3.05 3.17 5.19 6.02 8.84
Fund Quartile Rankings 1st 1st 1st 1st 1st
*Cumulative Return.

Key Resources

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Growth Beyond FAANGs

  • Invest in compelling growth companies beyond the high valuation FAANGs (i.e. Facebook, Apple, Amazon, Netflix, and Google’s Alphabet).

Global Opportunity Set

  • 31% of companies in the MSCI World Index are located outside Canada and the U.S.2
  • Invest for steady growth without borders, focusing on mid- to large-cap stocks.
  • Typical portfolio allocation to emerging markets is under 10%.

Risk Management: Limited Overlap

  • To manage risk and reduce redundancy, the portfolio contains companies with uncorrelated earnings streams.
  • The fund is diversified by sector and industry.
  • A high active share score3 of 97 demonstrates that the fund looks very different from the benchmark.

Research-driven Portfolio

  • Concentrated portfolio of roughly 35-40 holdings.
  • Benchmark indifferent.
  • This concentrated fund currently has 36 positions vs. 1,603 in the MSCI World Index4.

CONCENTRATED AND ACTIVE

A global team of sector analysts focus on their respective industries to find companies that meet Franklin’s strict growth, quality and valuation criteria. A passive approach to growth investing can expose investors to unwanted risks or cause them to miss opportunities. Franklin’s active management, can help you take advantage of attractive sector growth opportunities...without looking like the index.

Over/Under (%)5

As of June 30, 2020

Franklin Global Growth Fund vs. MSCI World Index

Sector Breakdown (%)5

Information TechnologyCONSUMER DISCRETIONARY HEALTH CAREFinancialsIndustrialsMaterialsReal EstateCommunication ServicesConsumer StaplesUTILITIESENERGYCash
Franklin Global Growth Fund 21.97 18.24 17.97 17.47 15.89 2.75 1.99 0.00 0.00 0.00 0.00 3.72
MSCI World Index 21.27 10.99 14.11 12.65 10.07 4.34 2.96 8.79 8.28 3.33 3.22 0.00

Franklin Global Growth Fund

Top 10 Holdings5
As of June 30, 2020

Holding NameSectorCountryWeighting (%)
Humana Inc Health Care Equipment & Services United States 3.84
SVB Financial Group Banks United States 3.51
CSL Ltd Pharmaceuticals, Biotechnology & Life Sciences Australia 3.38
Partners Group Holding AG Diversified Financials Switzerland 3.22
HDFC Bank Ltd Banks India 3.22
Floor & Decor Holdings Inc Retailing United States 3.06
Salesforce.com Inc Software & Services United States 3.05
Aptiv PLC Automobiles & Components United States 3.03
Signature Bank/New York NY Banks United States 3.03
Rockwell Automation Inc Capital Goods United States 3.01

MSCI World Index

Top 10 Constituents
As of June 30, 2020

Holding NameSectorCountryWeighting (%)
Apple Information Technology United States 3.82
Microsoft Information Technology United States 3.52
Amazon.com Consumer Discretionary United States 2.79
Facebook Communication Services United States 1.31
Alphabet C Communication Services United States 1.04
Alphabet A Communication Services United States 1.02
Johnson & Johnson Health Care United States 0.89
Visa Information Technology United States 0.79
Nestle Consumer Staples Switzerland 0.79
Procter & Gamble Co Consumer Staples United States 0.71

THERE’S MORE TO GROWTH THAN FAANGS

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.

MSCI World Tech Industry Weightings6

As of June 30, 2020

MANAGE RISK BY DIVERSIFYING EXPOSURES7

As of June 30, 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.

EXPOSURE TO SECULAR GROWTH TRENDS CAN BE ACHIEVED BY LOOKING BEYOND THE UNITED STATES8

The Franklin Equity Group considers investment opportunities across global equity markets, regardless of sector or geography, and within lesser-known mid- to large-cap stocks, to provide a truly diversified growth strategy. The team’s global sector analysts, with an average of 21 years of industry experience, as of September 30, 2019, focus solely on their respective industries to find companies that meet their strict growth, quality, and valuation criteria. Here are some of the investment opportunities they have uncovered: