Franklin Templeton – Franklin Mutual Beacon Fund
Fund objective
Franklin Templeton – Franklin Mutual Beacon Fund aims to achieve long-term capital appreciation by investing principally in US equity and convertible debt securities with no more than 20% of the Fund’s net assets generally invested in securities of non-US issuers. The Fund may also seek to invest in the securities of companies involved in mergers, consolidations, liquidations and reorganisations.
Investment Strategy
Franklin Templeton – Franklin Mutual Beacon Fund will invest principally in equity and equity-related securities of US companies. It may also invest, amongst others, in (i) securities of companies involved in mergers, consolidations, liquidations and reorganisations, or (ii) debt securities of companies involved in reorganisation or financial restructuring, including low-rated and non-investment grade securities, or (iii) equity and debt securities issued by non-US companies (limited to 20% of its net assets).
Franklin Templeton – Franklin Mutual Beacon Fund can use derivatives for hedging and/or efficient portfolio management. For the purpose of generating additional capital or income or for reducing costs or risks, the Fund
may engage in securities lending transactions for up to 50% of its net assets. The expected level of exposure to securities lending transactions is below or equal to 5% of the Fund’s net assets, subject to a maximum of 50%.
Who is Franklin Templeton – Franklin Mutual Beacon Fund suitable for?
Franklin Templeton – Franklin Mutual Beacon Fund is only suitable for investors who:
- seek capital appreciation and to a lesser extent, income
- seek to invest in undervalued companies based primarily in the US
- plan to hold their investment for the medium to long term.
Dividend or Income payout frequency:
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of Franklin Templeton – Franklin Mutual Beacon Fund?
The value of Franklin Templeton – Franklin Mutual Beacon Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with Franklin Templeton – Franklin Mutual Beacon Fund are described below:
Market and Credit Risks
- Your investments primarily in the U.S. are subject to equity market risks
- Your investments are subject to currency movements risks
Liquidity Risks
- Fund liquidity may be affected during exceptional circumstances
- The Fund is not listed
Product-Specific Risks
- You are exposed to restructuring companies (“event”) risk
- You are exposed to derivatives risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about Franklin Templeton – Franklin Mutual Beacon Fund
- Franklin Templeton – Franklin Mutual Beacon Fund Fact Sheet (Open in New Window)
- Franklin Templeton – Franklin Mutual Beacon Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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