Fund Description

The fund seeks both income and capital appreciation by principally investing in a diversified portfolio of equity securities and debt obligations issued by governments and government related and corporate entities located in developing or emerging market countries.

Management

Chetan Sehgal, CFA, MBA

Chetan Sehgal, CFA®, MBA

  • Joined Franklin Templeton in 1995
  • Managed Fund Since 2017
Michael Hasenstab, Ph.D

Michael Hasenstab, Ph.D

  • Joined Franklin Templeton in 1995
  • Managed Fund Since 2011
Laura Burakreis, MBA

Laura Burakreis, MBA

  • Joined Franklin Templeton in 2006
  • Managed Fund Since 2011

Rating

Overall Morningstar Rating As of 09/30/2017

Rating Category: Diversified Emerging Mkts

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 09/30/2017

Years Ratings Funds
in category
3
4 Stars
642
5
Stars
10
Stars

Morningstar Style Box

We do not publish a style box for this fund.

Strategy, Benefits, Results

Strategy

  • The Templeton Emerging Markets Balanced Fund is a fund that invests in at least 25% of its net assets in equity securities and at least 25% of its net assets in debt securities and adjusts the allocation to each to pursue relative opportunities across:
    • Asset Classes
    • Sectors
    • Regions
    • Countries
  • The equity strategy applies a fundamental research, value-oriented, long-term approach to identify undervalued or out-of-favor securities.
  • The fixed income strategy seeks to identify economic imbalances and market inefficiencies that may lead to relative opportunities in interest rates, currencies and credit.

Benefits

  • One Stop Solution for Emerging Markets Investing. An emerging markets balanced strategy provides a broad opportunity set that can capitalize on both equity and fixed income prospects within emerging markets.
  • Fundamentally Value Oriented. The fund employs a collaborative investment approach combining rigorous fundamental analysis with top-down asset allocation views, attempting to identify relative opportunities across the fund’s investment spectrum.
  • Experience and Expertise. Led by Chetan Sehgal and Michael Hasenstab, two recognized managers in emerging markets and global investing, the fund will leverage the global research expertise of the Templeton Emerging Markets and Global Fixed Income Groups, with over 160 investment professionals located worldwide.1

Investing In The Fund

What Are the Risks?

  • All investments involve risks, including possible loss of principal.
  • Stock prices fluctuate due to factors affecting individual companies, particular industries or sectors, or general market conditions.
  • Investments in emerging market countries involve special risks including currency fluctuations, economic and political uncertainties, in addition to those associated with these markets' smaller size, lesser liquidity and lack of established legal, political, business and social frameworks to support securities markets.
  • Smaller company stocks have historically exhibited greater price volatility than large company stocks.
  • Bond prices generally move in the opposite direction of interest rates. Thus, as the prices of bonds in the fund adjust to a rise in interest rates, the fund's share price may decline.
  • The risks associated with higher-yielding, lower-rated securities include higher risks of default and loss of principal.
  • Sovereign debt securities are subject to various risks in addition to those relating to debt securities and foreign securities generally, including, but not limited to, the risk that a government entity may be unwilling or unable to pay interest and repay principal on its sovereign debt, or otherwise meet its obligations when due.
  • The fund's investments in derivative securities and use of foreign currency techniques involve special risks, as such techniques may not achieve the anticipated benefits and/or may result in losses to the fund.
  • The markets for particular securities or types of securities are or may become relatively illiquid.
  • To the extent the fund focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus.

Minimum Investment

$1,000.00

How Financial Advisors Help You

Speak to your advisor about whether this fund is appropriate for you.

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