Franklin India Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to achieve long-term capital appreciation by principally investing in equity securities of companies of any size located or performing business predominately in India.

Seeks medium to long-term capital appreciation. By investing in stocks across the entire market capitalization range, the Fund’s aim is to build a solid portfolio of stocks able to outperform the market through economic cycles.

Tried and tested investment approach. The investment team stresses a deep search for business and company management teams that have a proven track record of generating wealth.

Over a decade of experience investing in Indian equity markets. The portfolio management team for the India Fund puts an emphasis on in-house research and looking beyond published reports, fostering strong connections with key management at companies.

FUND MANAGERS

Sukumar Rajah

  • Singapore
  • Years With Firm: 24
  • Years Of Experience: 28

Stephen Dover

  • California, United States
  • Years With Firm: 21
  • Years Of Experience: 35

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 and equity-related securities of a single emerging country. Such Indian securities have historically been subject to significant price movements, frequently to a greater extent than equity markets globally. As a result, the performance of the Fund can fluctuate significantly over relatively short time periods.
  • 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: currency risk, emerging markets risk, liquidity 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.