Franklin Global Small-Mid Cap Fund

Franklin Templeton Investment Funds

Summary of Fund Objective

The Fund aims to achieve long-term capital appreciation by investing principally in the equity and/or equity-related securities of small and mid-cap companies (those with market capitalisation above USD 100 million and below USD 8 billion) in any developed country in the world.

FUND MANAGERS

Ed Lugo

  • New York, United States
  • Years With Firm: 20
  • Years Of Experience: 30

Pankaj Nevatia

  • New York, United States
  • Years With Firm: 10
  • Years Of Experience: 16

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 small- and mid-cap 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.
    Liquidity risk: the risk that arises when an asset cannot be sold on a timely basis due to security-specific factors or adverse market conditions, which may impact the Fund’s ability to meet redemption requests, particularly if they are increasing.
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.