Invest in Innovation
and Technology

Rapid change has defined the world.
Now imagine what’s to come.

Tech Puts Progress on Long Play

Information technology has been the standout performer during the COVID-19 crisis. Jonathan Curtis, Portfolio Manager and Research Analyst of Franklin Equity Group, discusses why this sector will continue to gain relevance and is well-positioned for the post-pandemic world.

Why Invest in Technology and Innovation?


Widespread Adoption of Technology

From process automation to big data, digitalisation shapes our world today. Technology is fueling disruptive innovation, streamlining outdated processes, and creating new possibilities. Over the past few decades, the way we live had already been altered by new developments. Now, the COVID-19 crisis has significantly accelerated the process of Digital Transformation.

2020: What happens in an Internet minute1

Moving at an ever-increasing rate seems to be one of the characteristics of modern life. Multitasking is becoming the norm, as the amount of information and data shared over the internet rises substantially, and it continues to grow.

500 hours of
video upload
347,222
stories

52,083 users
connected
41.7M
messages shared
28 new tracks
added to library

208,333
participants
in meetings

6,659
packages shipped
2,704
app installations
404,444 hours of
video streamed

The Race to 50 milllion users (in years)2

For most innovations of our history, their success can be measured by the number of users. Reaching a 50 million users mark is a sure sign of triumph, however how long does it usually take to reach this number?
In today’s tech-fuelled and tech-led world, top products are reaching high levels of consumers in incredibly short amounts of time.

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See our offer in the technology and innovation sector

Key Drivers of Innovation and Technology Growth

While new technologies have already changed our world, the pace of innovation is continuing to accelerate. The coming decades will feature even more growth in digital technologies, tools, and services. Where are the potential investment opportunities?

Artificial Intelligence

Enables data analysis using automated computing processes at scale

Examples:
Alibaba, Facebook, Google3

Cloud Computing

Supports companies in scaling their digital businesses globally at low cost

Examples:
Amazon3

Financial Services (Fintech)

Key to new commerce growth, allowing for digital
transactions

Examples:
Tencent3

Internet-of-Things (IoT)

A rich source of consumer and business process data

Examples:
Qualcomm3

E-commerce

Connects buyers and sellers no matter how far apart

Examples:
MasterCard, Alibaba3

Medical Technology

New pharmaceutical technologies offer new treatment options for patients and advancements in healthcare

Examples:
Illumina Inc.3

Featured Funds


The diversity of technology sub-sectors and the prevalence of technology in daily life make a strong argument for treating technology as a core element of investor portfolios.

We offer a full range of equity funds that put a different focus on this sector. Check which one suits best for your investment needs.

20

years

since launch

  • Identifies high-quality technology companies worldwide
  • Capitalizes on investment opportunities arising from digital transformation
  • Focuses on three leading growth themes cloud computing services, the internet of things and e-commerce
  • Identifies the growth potential of the most innovative companies worldwide
  • Focuses on global e-commerce, genetic breakthroughs, intelligent machines, new finance and exponential data
  • A broadly diversified growth portfolio
  • Mirrors a similar fund sold in the US with a successful track record since 1968

20

years

since launch

  • Invests in leading growth companies located in the US - the world's largest and most resilient equity market
  • A well-diversified, multi-cap, multi-industry portfolio
  • Leading growth fields in focus are technology, biotech and communications
  • A single-industry-focused fund that invests in biotechnology companies across all market capitalisations
  • Seeks potential growth from recent breakthrough developments
  • Focuses on biotechnology, emerging pharmaceutical, medical technology and life science tool companies

* Sub-funds of Franklin Templeton Investment Funds, a Luxembourg-registered SICAV (“FTIF”)

Why Franklin Templeton


Technological and digital trends are changing our world at a faster pace than many investors expect.

Headquartered in the middle of the Silicon Valley, the team is located in the proximity of leading technology companies, research universities and Venture Capital firms. This access helps to see investment opportunities and technology-driven disruption before the broader markets.

30

Sector Experts4

Experienced sector experts conduct in-depth research and provide industry coverage across all market caps and styles.