Fund Description

The fund seeks long-term capital growth by investing primarily in the equity securities of companies located anywhere in the world, including developing markets. The fund intends to use currency related derivative instruments to seek to hedge substantially all of the non-U.S. dollar exposure.

Strategy Statement

"Templeton World Fund uses a bottom-up, value-oriented investment strategy, searching for companies that exhibit strong earnings potential over a five-year time horizon."

Management

Norman Boersma, CFA

Norman Boersma, CFA®

  • Joined Franklin Templeton in 1991
  • Managed Fund Since 2011
Tucker Scott, CFA

Tucker Scott, CFA®

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2007
James Harper, CFA

James Harper, CFA®

  • Joined Franklin Templeton in 2007
  • Managed Fund Since 2010
Heather Arnold, CFA

Heather Arnold, CFA®

  • Joined Franklin Templeton in 1997
  • Managed Fund Since 2014
Christopher James Peel, CFA

Christopher James Peel, CFA®

  • Joined Franklin Templeton in 2007
  • Managed Fund Since 2016
Herbert J Arnett Jr.

Herbert J Arnett Jr.

  • Joined Franklin Templeton in 1996
  • Managed Fund Since 2016

Rating

Overall Morningstar Rating As of 04/30/2018

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 04/30/2018

Years Ratings Funds
in category
3
1 Stars
722
5
2 Stars
593
10
3 Stars
352

Morningstar Style Box As of12/31/2017

Strategy, Benefits, Results

Strategy

Our strategy is built upon the following Templeton cornerstones, which have been in place for more than 70 years.

  • Search Globally. We believe bargains have no borders when searching for the best investment opportunities.
  • Seek Value. We search worldwide for stocks selling at prices we believe are low relative to their true value.
  • Perform Fundamental, Bottom-Up Research. We conduct in-person visits and perform extensive fundamental research to model a company's potential future earnings, cash flow and asset value relative to its stock price.
  • Practice Patient, Long-Term Investing. We evaluate a company's potential for earnings and growth over a five-year horizon.

Benefits

  • Global Resources. Our global reach includes offices in Edinburgh, Nassau and Singapore, as well as Shanghai, Mumbai, Warsaw and Dubai.
  • Broad Diversification. We invest across many countries, industries and companies.
  • Tenured and Experienced Portfolio Management Team. We utilize a team approach, drawing on the experience and expertise of six portfolio managers.
  • Currency Hedging. We seek to hedge substantially all of the non-U.S. dollar exposure.

Investing In The Fund

What Are the Risks?

  • All investments involve risks, including possible loss of principal.
  • Special risks are associated with foreign investing, including currency fluctuations, economic instability and political developments; investments in developing markets involve heightened risks related to the same factors.
  • Currency rates may fluctuate significantly over short periods of time, and can reduce returns. Because the Fund may invest its assets in companies in a specific region, including Europe, it is subject to greater risks of adverse developments in that region and/or the surrounding regions than a fund that is more broadly diversified geographically.
  • Current political and financial uncertainty surrounding the European Union may increase market volatility and the economic risk of investing in companies in Europe.
  • Derivatives, including currency management strategies, involve costs and can create economic leverage in the portfolio which may result in significant volatility and cause the fund to participate in losses (as well as enable gains) on an amount that exceeds the fund’s initial investment. The fund may not achieve the anticipated benefits, and may realize losses when a counterparty fails to perform as promised.
  • The fund’s risk considerations are discussed in the prospectus.

Minimum Investment

See Prospectus

How Financial Advisors Help You

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