Franklin World Perspectives Fund

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

PRICE AND YTD RETURN As of 02/05/2016

NAV down $-0.01 $10.36
POP $10.99
YTD Total return at Nav -10.07%
1 YEAR RETURN -4.90%
Since inception Inception: 12/16/2010 5.43%


Investment Category Growth
Distributions Annually
CUSIP 353 61F 824
Fund Number 097
Inception Date Dec 16, 2010
Total Net Assets (all share classes) As of 01/31/2016 $25.9 (M)
Distribution Rate at NAV N/A
30-Day Standardized yield N/A

SALES CHARGE, EXPENSES, & FEES As of 03/01/2015 (updated annually)

Gross Expense Ratio 2.11%
Net Expense Ratio 1.58%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.30%

Fund Description

The fund seeks to provide long-term capital appreciation by investing primarily in growth-oriented equity securities in developed, emerging and frontier markets across the entire market capitalization spectrum.

Strategy Statement

"The fund is designed to reflect our investment philosophy that successful global investing can benefit from combining a global investment perspective with local insight and presence. "

Stephen Dover, CFA®, MBA


Stephen Dover, CFA, MBA

Stephen Dover, CFA®, MBA

  • Joined Franklin Templeton in 1997
  • Managed Fund Since 2010
Purav Jhaveri, CFA, MBA

Purav Jhaveri, CFA®, MBA

  • Joined Franklin Templeton in 2000
  • Managed Fund Since 2010

Overall Morningstar Rating As of 12/31/2015

Rating Category: World Stock

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 12/31/2015

Years Ratings Funds
in category
3 Stars

Morningstar Style Box As of 09/30/2015

Strategy, Benefits, Results


  • We are long-term investors seeking to buy companies globally across all markets (developed, emerging and frontier) and market capitalizations with favorable growth potential and sustainable competitive advantages.
  • We have a global investment perspective with a local market focus and presence.
  • We select investments and determine regional and country allocations through portfolio managers, with overall investment responsibility, working closely with regional based sub-advisors.


  • Local Market Expertise. Regionally based sub-advisors provide bottom-up perspectives on market conditions and robustness of growth opportunities in their regions.
  • Unconstrained Investment Approach. We take a diversified, opportunistic approach to stock selection that is unconstrained by geographical or market capitalization.
  • Global Diversification. Global investment opportunities often differ from those available domestically.

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