Revolutionising industries while unlocking immense potential for future innovation
From healthcare to finance, manufacturing to retail, artificial intelligence (AI) is transforming industries, sparking innovation and creating new opportunities. Now is the moment for investors to think forward, looking beyond traditional sectors to harness the potential of companies at the forefront of these profound changes. As technology becomes the growth engine of tomorrow, incorporating AI into your investment isn’t merely about staying relevant—it's about positioning for future opportunities.
Why invest in technology and innovation?
Investing in technology is more than just keeping pace—it's about seizing the future. As companies double down on AI and digital transformation, capital spending is surging, paving the way for groundbreaking advancements. This wave of innovation is creating entirely new opportunities that were unimaginable just a few years ago. By tapping into these trends, investors can position themselves to ride the next big wave of tech-driven growth and transformation, unlocking potential in a rapidly evolving world.
Source: Franklin Templeton, Bloomberg consensus estimates as of 9 October 2024.
E = Estimated
Amazon = Amazon Web Services only
There is no assurance that any projection, estimate or forecast will be realised.
Key drivers of change
Technology is evolving at an unprecedented pace, creating exciting investment opportunities as digital innovations transform industries, increase connectivity, and drive efficiency. From AI to cloud computing, these advancements are enhancing productivity and reshaping corporate profitability. By investing in technology, you can tap into these secular trends and capitalise on the ongoing digital transformation that continues to fuel growth.
1/8
1/8
For illustrative purposes only. Because market and economic conditions are subject to rapid change, the analysis and opinions provided may change without notice. Statements of fact are from sources considered reliable, but no representation or warranty is made as to their completeness or accuracy.
Featured funds
Ready to invest in tomorrow’s innovations today? We take a broad approach to technology, investing in companies that create, implement, and commercialise innovations across various sectors like AI and biotechnology, unlocking new potential for your portfolio.
Franklin Technology Fund
Focuses on capitalising on global technological innovation by investing in leading companies driving digital transformation. The Fund offers exposure to a wide range of tech sectors, from AI to cloud computing, with an emphasis on long-term growth opportunities in cutting-edge technology.
Franklin U.S. Opportunities Fund
Targeting high-potential U.S. companies, the Fund invests across multiple sectors, from healthcare to consumer goods, with a focus on growth-oriented businesses. Its diversified approach aims to balance risk while capturing market opportunities in established and emerging U.S. firms.
Franklin Biotechnology Discovery Fund
Specialising in biotechnology, the Fund invests in companies at the forefront of medical innovation, including genomics and gene therapy. It focuses on U.S.-based firms developing cutting-edge medical treatments, offering exposure to high-growth opportunities in the biotech sector.
Who manages these funds?
For 75+ years, the Franklin Equity Group has helped investors achieve their objectives through value and growth investing across global and local mandates. Backed by in-depth expertise and comprehensive research, the team employs a fundamental, bottom-up approach to identify companies with sustainable growth potential, delivering strong, long-term results.
Why Franklin Templeton?
Location: Our local presence in the heart of Silicon Valley provides early access to market developments, enabling swift decisions ahead of competitors.
Expertise: We recognise both industry leaders and emerging innovators overlooked by the market, capitalising on untapped growth potential
Access: As part of the Franklin Equity Group, our technology analysts leverage insights from across the group, strengthening decision-making
Dedication: Dedicated portfolio managers of our flagship equity funds have at least 17+ years of investing and industry experience1
Take your investment journey to the next level
Discuss with your financial advisors
Explore the list of distributors we work with.
