Templeton Global Balanced Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund seeks capital appreciation and current income by investing principally in equity securities and government debt securities issued by entities throughout the world, including emerging markets. The portfolio manager anticipates that the majority of the Fund’s portfolio is normally invested in equity or equity- linked securities.

Investor Profile

  • Seeking a combination of capital appreciation and a level of income.
  • Seeking to access a portfolio of both equity and fixed income securities via a single fund.
  • Planning to hold their investment for the medium to long term.


Michael Hasenstab

  • California, United States
  • Years With Firm: 21
  • Years Of Experience: 25

Alan Chua

  • Singapore
  • Years With Firm: 19
  • Years Of Experience: 30

Calvin Ho

  • California, United States
  • Years With Firm: 14
  • Years Of Experience: 15

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 invests mainly in equity, equity-related and debt securities around the world. Such securities have historically been subject to significant price movements that may occur suddenly due to equity and bond market or company-specific factors. As a result, the performance of the Fund can fluctuate considerably over time.
  • The Fund may distribute income gross of expenses. Whilst this might allow more income to be distributed, it may also have the effect of reducing capital.
  • Other significant risks include: credit risk, currency risk, emerging markets risk, liquidity risk, derivatives 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.