Franklin Global Listed Infrastructure Fund

Fund Description

The fund seeks total investment return consisting of income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in securities of infrastructure-related companies located anywhere in the world.

Strategy Statement

"Global listed infrastructure as an asset class appears poised for strong growth potential, driven by aging infrastructure, population growth and public fiscal constraints."

Wilson Magee

Management

Wilson Magee

Wilson Magee

  • Joined Franklin Templeton in 2010
  • Managed Fund Since 2013
Ketul Sakhpara, CFA

Ketul Sakhpara, CFA®

  • Joined Franklin Templeton in 2013
  • Managed Fund Since 2014
Emily Foshag, CFA

Emily Foshag, CFA®

  • Joined Franklin Templeton in 2010
  • Managed Fund Since 2016

Rating

Overall Morningstar Rating As of 04/30/2018

Rating Category: Infrastructure

Morningstar
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.

Historical Morningstar Rating As of 04/30/2018

Years Ratings Funds
in category
3
4 Stars
76
5
Stars
10
Stars

Morningstar Style Box As of03/31/2018

Strategy, Benefits, Results

Strategy

  • The fund invests in the securities of companies whose principal business is the ownership, management, construction, operation, utilization or financing of infrastructure assets and which are located around the world, including emerging markets.
  • We combine top-down macro analysis with bottom-up research of individual stocks to locate investment opportunities.
  • While benchmark aware, we rely primarily on our team’s research and local expertise when making investment decisions.

Benefits

  • Growth Potential. The fund provides access to a market with attractive growth potential that spans both developed and emerging markets.
  • Diversified Source of Income. Global listed infrastructure securities offer an added source of income beyond traditional fixed income asset classes, which could make the fund compelling to yield-oriented investors.

  • Experienced Management. Franklin Real Asset Advisors has been investing globally since 1984.

Selling The Fund

  1. Highlight the growth potential of the global listed infrastructure market.
  2. Discuss the opportunity for income diversification with global listed infrastructure securities.
  3. Emphasize the experience of the real asset team, which has been investing globally for over 25 years.

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