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Public Statement : Protect Your Investments
Franklin Templeton has recently become aware of the unauthorized use of our name and branding by certain websites, third-party platforms and mobile applications, which falsely present themselves as representatives of Franklin Templeton or as authorized agents for distributing Franklin Templeton funds and products. In some cases, they falsely claim to operate cryptocurrency trading platforms under the Franklin Templeton name.
Franklin Templeton categorically states that these websites, platforms and applications are NOT AFFILIATED with Franklin Templeton and are NOT AUTHORIZED to offer, promote, or accept trades on behalf of Franklin Templeton. To protect your investments, please ensure that all investments into Franklin Templeton funds and investment products should only be made via our authorized distributors and licensed personnel.
Franklin Templeton will refer these matters to the appropriate authorities for investigation, where required. If you are in any doubt regarding the authenticity of the information you have received about Franklin Templeton, please validate the communication by contacting us here.
We urge all investors to remain vigilant and exercise caution.
Please read the below risk disclosures before continuing:
INVESTMENT INVOLVES RISKS. The value of the Fund can be volatile and investors may not get back the amount originally invested. Past performance is not indicative of future results.
Investors should not invest based on this website alone. Offering documents should be read for further details, including the risk factors.Before you decide to invest, you should make sure the intermediary has explained to you that the Fund is suitable to you.
Franklin Templeton Investment Funds ("FTIF")
IMPORTANT INFORMATION
- Franklin Templeton Investment Funds (the "Fund") is an umbrella fund and contains different sub-funds with different risk profiles that invest in equities, fixed income securities, money market instruments and derivatives.
- Some of the sub-funds may be subject to general investment risk, swap agreements risk, emerging markets risk, frontier markets risk, participatory notes risk, non-regulated markets risk , markets risk, interest rate risk, warrants risk, restructuring companies risk, credit-linked securities risk, asset allocation risk, real asset risk, underlying investment funds risk, class hedging risk, structured notes risk, Europe and Eurozone risk, preferred securities risk, distressed securities risk, convertible securities risk, securitisation risk, volatility risk, valuation risk, RMB Currency and Conversion risk, credit risk, equity risk, foreign currency risk, liquidity risk, biotechnology, communication and technology sectors risk, sustainability risk, debt securities risk, concentration risk, smaller and midsize companies risk, low-rated, unrated or non-investment grade securities risk, growth stocks risk, counterparty risk, securities lending risk, private investments in public equity risk, private companies risk, special purpose acquisition companies risk, derivative instruments risk, gold and precious metals sector risk, natural resources sector risk, commodities related exposure risk, depositary receipts risk, Private Investments in Public Equity risk, private companies risk and special purpose acquisition companies risk.
- Some sub-funds’ investment in debt instruments with loss-absorption features (“LAP”) are subject to the risk of being written down or converted to ordinary shares upon the occurrence of pre-defined trigger events which may result in a significant or total reduction in the value of such instruments. LAP may also be exposed to liquidity, valuation and sector concentration risk.
- Some sub-funds are also subject to Chinese market risk, China Bond Connect risk, Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect risk, qualified foreign investor (“QFI”) risk and Chinese short swing profit rule risk.
- Some of the sub-funds are complex product with net derivative exposure that may exceed 50% but up to 100% of the sub-fund’s net asset value. The sub-fund is subject to risk associated with derivative instruments and risks of implementing active position in financial derivative instruments. It is not principal protected and in the worst case you may suffer a total loss of your investment. The sub-fund is authorized by the Securities and Futures Commission (“SFC”) and is available to the public in Hong Kong. There is no secondary market for the sub-fund and SFC’s authorization does not imply its official recommendation, endorsement nor does it guarantee the commercial merits of the Fund or its performance. Investors should exercise caution in relation to the Fund.
- Security lending transactions may involve the risk that the borrower may fail to return the securities lent out in a timely manner and the value of the collateral may fall below the value of the securities lent out, which may result in a substantial loss to the sub-funds.
- The Fund may at its discretion pay dividends out of the capital or out of gross income of the Fund while paying all or part of the Fund’s fees and expenses out of the capital of the Fund, which results in effectively paying dividends out of capital. Payment of dividends out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment. Any distributions involving payment of dividends out of the Fund’s capital or payment of dividends effectively out of the Fund’s capital (as the case may be) may result in an immediate reduction of the net asset value per share.
Franklin Templeton Asia Fund Series (“FTAFS”)
IMPORTANT INFORMATION
- Franklin Templeton Asia Fund Series (the "Fund") is an umbrella fund and contains different sub-funds with different risk profiles that invest in equities, fixed income securities, collective investment schemes and derivatives.
- The sub-funds may be subject to general investment risk, convertible securities risk, depositary receipts risk, share repurchase rights risk, value stock risk, asset allocation risk, investment funds risk, foreign currency risk, debt securities risk, equity risk, commodities related exposure risk, real estate securities risk, restructuring companies risk, concentration risk, emerging markets risk, market risk, China Bond Connect risk, risks associated with China Interbank Bond Market (“CIBM”) direct, currency hedged class risk, Renminbi currency risks, counterparty risk, derivative risk and liquidity risk. Some sub-funds may invest in debt securities which are subject to sovereign debt risk, interest rate risk, credit risk, credit rating risk, credit rating agency risk, valuation risk, downgrading risk, non-investment grade securities risk and risk associated with urban investment bonds.
- The Fund may at its discretion pay dividends out of the capital or out of gross income of the Fund while paying all or part of the Fund’s fees and expenses out of the capital of the Fund, which results in effectively paying dividends out of capital. Payment of dividends out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment. Any distributions involving payment of dividends out of the Fund’s capital or payment of dividends effectively out of the Fund’s capital (as the case may be) may result in an immediate reduction of the net asset value per share.
FTGF Royce US Small Cap Opportunity Fund
IMPORTANT INFORMATION
- The Fund is a sub-fund of Franklin Templeton Global Funds plc, an open-ended umbrella investment company constituted in Ireland. The Fund seeks to achieve long-term capital appreciation by investing at least 70% of its net asset value in a diversified portfolio of equity securities issued by small-cap and micro-cap US companies (stock market capitalisations not greater than that of the largest company (based on market capitalisation) in the Russell 2000 Index at the time of its most recent reconstitution) that are listed or traded on regulated markets in the United States.
- Investors will be exposed to smaller company risk, US markets risk, equity market risk, concentration risk, custody and settlement risks, currency risk, market risk, renminbi currency and conversion risk and investment risk.
- In light of the investment style of the Fund, the Fund may face the risk of mis-estimation by the Investment Manager in its fundamental analysis regarding the companies in which the Fund invests. The performance of the Fund may not closely correlate to specific market indices over time and may include extended periods of underperformance as compared to the broader market.
- Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors. Before you decide to invest, you should make sure the intermediary has explained to you that the Fund is suitable to you.
FTGF Brandywine Global Income Optimiser Fund
IMPORTANT INFORMATION
- The Fund is a sub-fund of Franklin Templeton Global Funds plc, an open-ended umbrella investment company constituted in Ireland. The Fund seeks to maximise income yield in all market conditions while preserving capital (for the avoidance of doubt, the Fund is not a guarantee or capital-protected product). The Fund invests at least 70% of its net asset value in debt securities and derivatives providing exposure to debt securities.
- Investors will be exposed to investment risk, risk of income optimisation strategy, emerging markets risk, inflation-protected securities risk, derivatives risks, currency risk and Renminbi currency and conversion risk.
- The Fund is also subject to debt securities risk including credit/ counterparty risk, interest rate risk, volatility and liquidity risk, downgrading risk, risk related to below investment grade/ unrated securities, risk of government securities, risk of collateralised and/or securitised products, valuation risk and credit rating risk.
- As the active position of the Fund through the use of derivatives (including the active currency position) may not be correlated with the underlying securities positions held by the Fund, the Fund may suffer a significant or total loss.
- The Fund may invest in debt instruments that have contingent write down or loss absorption features, these instruments involve risks which may potentially lead to losses to the Fund.
- The directors of Franklin Templeton Global Funds plc may at their discretion pay dividends out of capital of a Distributing Plus Share Class. The payment of dividends out of capital effectively amounts to a return or withdrawal of an investor´s original capital investment or of capital gains attributable to that original investment. Such distribution will result in a corresponding immediate decrease in the Net Asset Value per share of these Share Classes.
- Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors. Before you decide to invest, you should make sure the intermediary has explained to you that the Fund is suitable to you.
FTGF Putnam US Research Fund
IMPORTANT INFORMATION
- The Fund is a sub-fund of Franklin Templeton Global Funds plc, an open-ended umbrella investment company constituted in Ireland. The Fund seeks to generate long-term capital appreciation by investing at least 80% of its net asset value in equity securities of US companies, which are listed or traded on regulated markets in the United States. The Investment Manager will look for growth and value stocks, mainly of blue-chip companies dominant in their industries.
- Investors will be exposed to equity market risk, US markets risk, concentration risk, custody and settlement risks, currency risk, derivatives risks, debt securities risk and investment risk.
- Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors. Before you decide to invest, you should make sure the intermediary has explained to you that the Fund is suitable to you.
Franklin Floating Rate Fund plc
IMPORTANT INFORMATION
- Franklin Floating Rate Fund plc invests up to 100% of its net assets in shares of the Franklin Floating Rate Master Trust which invests primarily in senior secured corporate loans and corporate debt securities with floating interest rates.
- This fund is subject to market risk, interest rate risk, credit risk and sovereign debt risk, low-rated, unrated or non-investment grade securities risk, liquidity risk, emerging markets risk, repurchase agreement risk, derivatives risk, counterparty risk, hedged share classes risk, currency risk and RMB Currency and Conversion risks.
- This fund may at its discretion pay dividends out of the capital or out of gross income of this fund while paying all or part of this fund’s fees and expenses out of the capital of this fund, which results in effectively paying dividends out of capital. Payment of dividends out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment. Any distributions involving payment of dividends out of this fund’s capital or payment of dividends effectively out of this fund’s capital (as the case may be) may result in an immediate reduction of the net asset value per share.
- Investors should not invest based on this marketing material alone. Offering documents should be read for further details, including the risk factors. Before you decide to invest, you should make sure the intermediary has explained to you that this fund is suitable to you.
