Franklin Mutual U.S. Shares Corporate Class

Investment Objective and Strategy

The fund aims to grow investors’ capital over the long term by investing substantially all of its assets in units of Franklin Mutual U.S. Shares Fund (the “underlying fund”). The underlying fund invests primarily in equity and debt securities of U.S. issuers; however it may also invest in issuers around the world.

Diversification. Exposure to a U.S.-focused mandate with up to 30% international exposure for added diversification within the underlying fund, Franklin U.S. Mutual Shares Fund.

Deep value investing. A distinctive, three-pronged approach to investing that has withstood the test of time by uncovering opportunities in undervalued stocks, through merger arbitrage and distressed securities.

Currency hedging. The underlying fund typically engages in currency management strategies to hedge the exposure to the impact of changes in currency exchange rates.

FUND MANAGERS

Peter Langerman

  • New Jersey, United States
  • Years with firm: 29
  • Years of experience: 33

F. David Segal

  • New Jersey, United States
  • Years with firm: 16
  • Years of experience: 28

Deborah Turner

  • New Jersey, United States
  • Years with firm: 26
  • Years of experience: 27