Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund

Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund Review

Fund objective

Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund aims to achieve long-term capital appreciation by investing principally in transferable equity securities of companies incorporated and/or having their principal business activities in the frontier markets countries across the market capitalisation spectrum.

Investment Strategy

Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund will invest principally in equity securities of companies of any size registered under the laws of, or doing significant business in, frontier markets. It may also invest, amongst others, in (i) equity, equity-related and debt securities of issuers worldwide, or (ii) participatory notes.

Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund can use derivatives for hedging and efficient portfolio management. The frontier market countries are smaller, less developed and less accessible emerging market countries, but with “investable” equity markets and include those defined as frontier markets by International Finance Corporation as well as included in frontier markets related indices (including but not limited to MSCI Frontier Markets Index, Merrill Lynch Frontier Index, S&P Frontier Broad Market Index), for example Bahrain, Bulgaria, Egypt, Kazakhstan, Nigeria, Pakistan, Qatar, Vietnam etc. The expected level of exposure that could be subject to total return swaps (unfunded) amounts to 1% of the Fund’s net assets, subject to a maximum of 10%.

Who is Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund suitable for?

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

• seek capital appreciation
• seek to invest in equity securities of companies located in countries defined as frontier markets
• 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 Frontier Markets Fund?

The value of Franklin Templeton Investments – Franklin Templeton Frontier Markets 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 Frontier Markets Fund are described below:

Market and Credit Risks

• Your investments are subject to equity market risks
• You are exposed to the risks of investing in frontier markets
• 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

• You are exposed to non-regulated markets
• You are exposed to risks associated with small and mid-sized companies
• You are exposed to derivative risk
• You are exposed to counterparty risk

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 about Franklin Templeton Investments – Franklin Templeton Frontier Markets Fund

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

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