Templeton Global Opportunities Trust

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

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

Fund Description

The fund seeks long-term capital growth by investing at least 65% of its total assets in equity securities of companies located anywhere in the world, including emerging markets.

Strategy Statement

"Templeton Global Opportunities Trust may invest in any nation, including emerging markets, using a bottom-up, long term, value-oriented investment strategy. "

Management

Alan Chua, CFA

Alan Chua, CFA®

  • Joined Franklin Templeton in 2000
  • Managed Fund Since 2010
Joanne Wong, CFA

Joanne Wong, CFA®

  • Joined Franklin Templeton in 2002
  • Managed Fund Since 2010

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
2 Stars
722
5
2 Stars
593
10
2 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

  • Broad Diversification. Our investments span across many countries, industries and companies.
  • Unsurpassed Global Resources. Our global reach includes offices in Edinburgh, Nassau and Singapore, as well as Shanghai, Mumbai, Warsaw and Dubai.
  • A Clear Philosophy, Consistently Applied. Disciplines and traditions founded by Sir John Templeton in 1940 continue today.

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 emerging markets involve heightened risks related to the same factors. In addition, smaller-company stocks have historically experienced more price volatility than larger-company stocks, especially over the short term.
  • 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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