OUR FUND RANGE

An overview of our various product offerings

Equity Fund

An equity fund is a fund that invests primarily in stocks. The objective of an equity fund is generally to seek long-term capital appreciation. These type of funds may focus on certain sectors of the market or may have a specific investment style, such as investing in value or growth stocks.

Fixed Income Fund

A fixed income fund is a fund that invests primarily in bonds or other debt securities. Fixed income funds generally pay a return on a fixed schedule, though the amount of the payments can vary. Investors may consider this type of fund for their potential for income generation and capital preservation.

Balanced Fund

A balanced fund primarily invests in a mixture of both equities and fixed income securities. Unlike life-cycle or target date funds, balanced funds generally stick to a relatively fixed asset mix. Balanced funds are designed for investors seeking a mixture of income and capital appreciation, with potentially less volatility, all in one fund.

Multi Asset Fund

There's more to diversification than just combining bonds and stocks. A multi-asset fund offers exposure to a broad number of asset classes, often offering a level of diversification typically associated with institutional investing. Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index-tracking funds, financial derivatives as well as alternative investments. This diversity allows portfolio managers to potentially balance risk with reward and deliver steady, long-term returns for investors, particularly in volatile markets.

Mutual Recognition Scheme

It is recognized by the Securities and Futures Commission (SFC) and the China Securities Regulatory Commission (CSRC). Investors of both locations have access to investments products of the other market. The scheme allows investors to access broader range of products and further diversity their portfolio.

Important Information

Investments are subject to investment risks, fund value may go up as well as down and past performance is not an indicator or a guarantee of future performance.

The investment returns are denominated in fund currency. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Investors should read carefully the Offering Documents (including the section "Risk Considerations") for the relevant risks associated with the investment in the fund before investing. Please contact your financial advisor if you are in doubt of any information contained in this website. This report is provided by Franklin Templeton Investments (Asia) Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong.

For more information on any of our funds, contact your financial adviser or download a free prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.

The material is for information only and does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it.