Templeton Global Balanced Fund

This fund or share class has been closed to new investors.

This fund or share class has been closed to new investors.

Documents

Fund Literature

  • Fund Fact Sheet - Advisor

    A single-page data sheet describing Templeton Global Balanced Fund's objective, portfolio holdings and performance.

    Literature Code: 625-FF
    Publication Date: 09/19
    Next Update: 12/19

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • Fund Fact Sheet - A, C

    A single-page data sheet describing Templeton Global Balanced Fund's objective, portfolio holdings and performance.

    Literature Code: 325-FF
    Publication Date: 09/19
    Next Update: 12/19

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • Product Profile - Advisor

    A multi-page overview highlighting the fund's performance, portfolio characteristics, investment process, management team and commentary.

    Literature Code: 625-PP
    Publication Date: 09/19
    Next Update: 12/19

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • Product Profile - A

    A multi-page overview highlighting the fund's performance, portfolio characteristics, investment process, management team and commentary.

    Literature Code: 325-PP
    Publication Date: 09/19
    Next Update: 12/19

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

Fund Documents

  • Summary Prospectus

    A summarized version of the prospectus explaining the Templeton Global Balanced Fund's investment goals, principal strategies and risks, as well as sales charges, fees and expenses.

    Literature Code: 325-PSUM
    Publication Date: 10/19
    Next Update: 05/20

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • The prospectus explains the Templeton Global Balanced Fund's goal, investments and risks, as well as sales charges, fees and expenses.

    Literature Code: 325-P
    Publication Date: 05/19
    Next Update: 05/20

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • A pamphlet supplementing the fund prospectus. It gives detailed descriptions of the fund's activities and operations.

    Literature Code: 325-SAI
    Publication Date: 05/19
    Next Update: 05/20

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • A discussion of market conditions and fund performance covering the fund's fiscal year, along with a complete list of holdings and detailed financial information.

    Literature Code: 325-A
    Publication Date: 02/19
    Next Update: 02/20

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

  • Semi-Annual Report

    A discussion of market conditions and fund performance covering the first half of the fund's fiscal year, along with a complete list of holdings and detailed financial information.

    Literature Code: 325-S
    Publication Date: 08/19
    Next Update: 08/20

    Piece must be accompanied by the Quarterly Performance Update, which includes standardized returns,sales Charge and expenses.

    Find out moreabout Annual Report

Additional Resources

  • Account Application Form

    Literature Code: GOF-APP
    Publication Date: 08/19
    Next Update: 08/20

    Open and invest in most funds using this application.

    Find out moreabout Annual Report

  • IRA Application Form

    Literature Code: RIRA-APP
    Publication Date: 08/19
    Next Update: 11/19

    Open and invest in a Traditional or Roth IRA, convert your Traditional IRA to a Roth Conversion IRA, or roll over a 401(k), 403(b) or other qualified plan distribution to a Rollover IRA using this application and included documents.

    Find out moreabout Annual Report