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Franklin World Perspectives Fund

Fund Category: GlobalGo to Prices & Performance page
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Symbol FWPAX
CUSIP 353 61F 824
Fund Number 097
Inception Date1 Dec 16, 2010
Distributions Annually
Total Net Assets
(all share classes)
As of 03/31/2014
$38.4
(millions)

As of  04/24/2014

NAV2 $13.07  
NAV Change -$0.01  
POP3 $13.87  
YTD Total Return at NAV 0.85%
Distribution Rate at NAV N/A
30-day Standardized Yield
N/A

Average Annual Total Returns
As of Quarter End 03/31/2014

w/ Sales Charge w/o Sales Charge
1 Yr 13.43% 20.30%
5 Yrs
10 Yrs
Life 7.89% 9.85%

Expense Ratio and Sales Charge As of 03/01/2014 (updated annually)

Gross Expense Ratio4,5 2.05%
Net Expense Ratio 1.58%
Max Initial Sales Charge 5.75%
CDSC 0.00%
12b-1 Fee 0.30%

Fund Description

Strategy Statement
Portfolio Managers
Stephen H. Dover
"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 H. Dover, CFA®
Joined Franklin Templeton in 1997
Managed Fund since 2010

Strategy, Benefits, Results

Strategy

  • 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.

Benefits

  • 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.

Results

Hypothetical $10K Investment

Hypothetical $10K Investment

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, including companies’ smaller sizes, lesser liquidity and potential lack of established legal, political, business and social frameworks to support securities markets in country.
  • These and other risk considerations are discussed in the fund’s prospectus.

Minimum Investment

$1,000.00

How Financial Advisors Help You

Speak to your financial advisor about whether this fund is appropriate for you. If you don't have a financial advisor, request a referral.

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Important Legal Information

Footnotes

For U.S. residents only.