Franklin Templeton Investments – Franklin Templeton China Fund

Franklin Templeton Investments – Franklin Templeton China Fund Review

Fund objective

Franklin Templeton Investments – Franklin Templeton China Fund seeks to achieve its objective through a policy of investing primarily in equity securities of companies (i) organized under the laws of or with their principal offices in the People’s Republic of China (“China”), Hong Kong or Taiwan or (ii) which derive the principal portion of their revenue from goods or services sold or produced, or have the principal portion of their assets in China, Hong Kong or Taiwan.

Investment Strategy

Franklin Templeton Investments – Franklin Templeton China Fund will invest primarily in equity securities of companies registered under the laws of, or deriving the principal portion of their revenue from goods or services sold or produced in, or having the principal portion of their assets in, China, Hong Kong or Taiwan. It may also invest, amongst others, in (i) equity securities for which the principal market for trading is China, Hong Kong or Taiwan, or that are linked to assets or currencies in these countries, or (ii) equity-related securities, and debt obligations issued by government and corporations.

Franklin Templeton Investments – Franklin Templeton China Fund may invest in derivatives for the purposes of hedging and/or efficient portfolio. The Fund may invest in derivatives for the purposes of hedging and/or efficient portfolio management. The Fund may invest up to 10% of its net assets in aggregate in China A-Shares (through
Shanghai-Hong Kong or Shenzhen-Hong Kong Stock Connect) and in China B-Shares.

Who is Franklin Templeton Investments – Franklin Templeton China Fund suitable for?

Franklin Templeton Investments – Franklin Templeton China Fund is only suitable for investors who:

• seek capital appreciation
• seek to invest in equity securities of China, Hong Kong or Taiwan
• plan to hold their investment for the medium to long-term.

Dividend or Income payout frequency: N.A.

For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.

What are the key risks of Franklin Templeton Investments – Franklin Templeton China Fund?

The value of Franklin Templeton Investments – Franklin Templeton China Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.

Some of the key risks associated with Franklin Templeton Investments – Franklin Templeton China Fund are described below:

Market and Credit Risks

• Your investments are subject to equity market risks in the China, Hong Kong, and Taiwan markets
• Investing in emerging markets involve certain risks
• Your investments are subject to currency movements risks

Liquidity Risks

• Fund liquidity may be affected during exceptional circumstances
• The Fund is not listed

Product-Specific Risks

• Your investments are in a single market

Investment Fees and Charges

For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.

Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.

Where can I get more details aboutFranklin Templeton Investments – Franklin Templeton China Fund

• Franklin Templeton Investments – Franklin Templeton China Fund Fact Sheet (Open in New Window)
• Franklin Templeton Investments – Franklin Templeton China Fund Product Highlight Sheet (Open in New Window)
• Speak to a licensed licensed financial adviser

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