INVESTMENT PHILOSOPHY, STRATEGY AND APPROACH

Rating

Overall Morningstar Rating As of 12/31/2019

Rating Category: World Large Stock

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 12/31/2019

Years Ratings Funds
in category
3
1 Stars
722
5
2 Stars
605
10
3 Stars
362

Morningstar Style Box

We do not publish a style box for this fund.

Strategy, Benefits, Results

Strategy

At Franklin Mutual Series, we focus on recognizing value that other investors might miss.

Our goal is to deliver solid, risk-adjusted returns, year in and year out. Over the last 60 years, Franklin Mutual Series' consistent, deep value approach has benefited shareholders with long-term investment horizons.

  • Opportunistic Value Investors. Our core investments are in undervalued stocks with viable catalysts that we believe will change the way the market views their true worth.
  • Think and Act Like Company Owners. We won't hesitate to become activist investors if our shareholders' interests need to be protected.
  • Strive To Reduce Risk. Our unique strategy has historically provided the fund with lower volatility than the overall market and has enabled us to deliver strong results over the long term.

Benefits

  • Diversification. With the ability to invest up to 100% in foreign securities, we seek strong investment opportunities anywhere around the world.
  • A Record of Low Volatility.
  • Performance in All Types of Markets. Franklin Mutual Global Discovery Fund has aimed to achieve long-term growth in up, down and sideways market cycles.

Selling The Fund

  1. Highlight the fund's stellar long-term track record, especially its historical performance in down and sideways markets.

  2. Point out the fund's record of low volatility when compared to its benchmark MSCI World Index.

  3. Emphasize the fund's risk-conscious approach to investing.

  4. Highlight the fund’s diverse geographic breakdown.