To seek investment growth, through growth of capital. The Fund mainly invests in equities of companies of large and medium market capitalisation (with at least $US1.5 billion in market capitalisation) anywhere in the world.

The Fund promotes environmental and social characteristics in accordance with Article 8 of the Sustainable Finance Disclosure Regulation (the “SFDR”).

In its implementation of the Fund’s environmental, social and governance (“ESG”) strategy, the Investment Manager promotes reduced portfolio greenhouse gas intensity, avoids investment in issuers of certain controversial practices, and promotes gender diversity on company boards.

The Fund’s environmental or social characteristics are assessed both quantitatively and qualitatively, by means of sustainability indicators as well as of the Investment Manager’s proprietary research and engagement process further described in the Website disclosure’s dedicated sections.

As part of its investment decision making process, the Fund’s ESG strategy also uses binding criteria for the selection of underlying assets and applies specific ESG exclusions.

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• Seeking capital appreciation by investing in undervaluated companies worldwide.
• Planning to hold their investment for the medium to long term.

Capital growth investing. To ensure long-term capital growth, the Fund invests in equities and their equivalents throughout the world without restriction in terms of capitalization, sector or country.

Extracting value out of under-appreciated securities. As well as investing in undervalued securities, the Fund invests in risk arbitrage/company restructurings and distressed companies that show suitable risk-return parameters.

A ‘deep value’ investment approach. The Fund follows a ‘deep value’-style approach. Often the stocks bought are out of favor with investors, overlooked by the investment community or involve complicated restructuring stories.

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 securities of mid- and large-capitalisation companies worldwide. Such securities have historically been subject to significant price movements that may occur suddenly due to market or company-specific factors. As a result, the performance of the Fund can fluctuate considerably over time.
• Other significant risks include: 
  Foreign Currency risk: the risk of loss arising from exchange-rate fluctuations or due to exchange control regulations. 
  Derivative Instruments risk: the risk of loss in an instrument where a small change in the value of the underlying investment may have a larger impact on the value of such instrument. Derivatives may involve additional liquidity, credit and counterparty risks. 
  Liquidity risk:  the risk that arises when adverse market conditions affect the ability to sell assets when necessary. Such risk may be triggered by (but not limited to) unexpected events such as environmental disasters or pandemics. Reduced liquidity may have a negative impact on the price of the assets. 

For a full discussion of all the risks applicable to this Fund, please refer to the “Risk Considerations” section of the current prospectus of Franklin Templeton Investment Funds.