Franklin K2 Alternative Strategies Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund’s investment goal is to seek capital appreciation with lower volatility relative to the broad equity markets. The Fund seeks to achieve its investment goal by allocating its assets across multiple alternative strategies.

Don't Time the Market, Tilt the Portfolio

Brooks Ritchey, Head of Portfolio Construction, K2 Advisors looks at how the K2 Alternative Strategies Fund generates alpha through four hedge strategies, (global macro, event driven, long short equity and event driven), how those hedge strategies behave differently at different points in the market cycle and how the fund mitigates risks in the current market environment.

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MANAGEMENT

Brooks Ritchey

  • Connecticut, United States
  • Years With Firm: 13
  • Years Of Experience: 35

Robert Christian

  • Connecticut, United States
  • Years With Firm: 8
  • Years Of Experience: 29

Anthony M Zanolla

  • Connecticut, United States
  • Years With Firm: 4
  • Years Of Experience: 25

What are the Key Risks?

The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments.

  • The Fund seeks to achieve its targeted investment objective by allocating its assets across multiple “alternative” strategies and by investing in a wide range of assets. Such assets and investment instruments have historically been subject to price movements due to such factors as general stock market volatility, sudden changes in interest rates, or fluctuations in commodity prices. The Fund will seek to limit volatility using hedged strategies. As a result, the performance of the Fund can fluctuate moderately over time.
  • Other significant risks include: credit risk, derivatives risk, liquidity risk, operational risk, targeted return risk.
For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds.