Franklin Global Growth Strategy

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 August 31, 2020

YTD*1 Year3 Years5 YearsSince Inception
Franklin Global Growth Fund – Series F 21.78 30.48 18.82 14.64 13.61
Global Equity Category Average 3.16 10.16 7.61 7.42 9.38
Fund Quartile Rankings 1st 1st 1st 1st 1st
*Cumulative Return.


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 August 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.

Concentrated yet diversified3

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.