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Templeton BRIC Fund
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Important Legal Information
- The Fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies organised under the laws of or having their principal office in Brazil, Russia, India and China (including Hong Kong and Taiwan) (BRIC), as well as in companies that derive the principal portion of their revenues or profits from BRIC economies, or have the principal portion of their assets there.
- The Fund invests in emerging market securities which are exposed to higher risk of economic, political and regulatory changes that may pose additional risk to the Fund.
- This investment involves risks which may result in loss of part or entire amount of your investment. Investors should not invest in the Fund unless the intermediary who sells it to you has advised you that it is suitable for you and has explained how it is consistent with your investment objectives. Investors should not only base on this marketing material alone to make investment decisions.
- Investments are subject to investment risks, fund value may go up as well as down and past performance is not indicative of future performance. Investors should read carefully the
Explanatory Memorandum (including the section "Risk Considerations") for the relevant risks associated with the investment in the fund before investing. This report has not been reviewed by the Securities and Futures Commission of Hong Kong.
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Templeton BRIC Fund
Benefit from the Consumer and Commodity Investment Themes
- Brazil, Russia, India, China: capturing the growth opportunities of the four potential giants of the world in near future
- Outstanding performers among emerging markets peers
- Affluent countries with high foreign reserves
- High potential GDP growth widely recognized by market analysts
- Countries with low correlation enabling diversification of investment risks
- No limits set against benchmark, allowing maximum flexibility to invest across countries
Calendar Year Performance (%)1
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YTD |
2009 |
2008 |
2007 |
2006 |
2005# |
Since Inception To Date |
| Fund |
-5.58 |
89.13 |
61.35 |
49.66 |
48.55 |
10.20 |
69.11 |
| Index |
-5.84 |
93.52 |
-59.34 |
59.06 |
56.60 |
13.36 |
109.24 |
Index: MSCI BRIC Index
Inception date: 25-Oct-2005
| 1 | | Source: Franklin Templeton Investments, A(acc), dividend reinvested, in USD, NAV to NAV, data as of 28-Feb-10. |
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| # | |
Returns of 2005 are calculated from 25-Oct-05 to 31-Dec-05. Source: Franklin Templeton Investments, A(acc), dividend reinvested, in USD, NAV to NAV. |
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