Franklin Equity Group

The Franklin Equity Group brings together more than seven decades of investment experience offering in-depth expertise in managing growth and hybrid/balanced equity strategies that cover global, regional and sector specialties. We are driven by the conviction that superior risk-adjusted returns can be achieved over time by using a team-oriented, collaborative approach and disciplined, bottom-up fundamental research.


Our investments in high-quality companies with the potential for long term sustainable growth can provide significant opportunities for investors. We focus on companies across the full global opportunity set that meet our criteria of:

  • Growth. Focus on companies with the potential to produce sustainable earnings and cash flow growth.
  • Quality. Seek high-quality companies with strong management teams and financial strength.
  • Valuation. Assess whether the growth opportunity is already reflected in the stock price.


By combining the investment philosophies and expertise of both Franklin Equity Group and Franklin Templeton Fixed Income Group, our hybrid/balanced funds provide an opportunity to participate in the growth potential of the equities market while also seeking current income and reduced overall risk.

Franklin Equity Group Snapshot:
Established 1947
Style Growth, Hybrid/Balanced
Capabilities Global, Regional, Sector
  • Experienced investment professionals covering all market capitalisations and styles
  • Collaborative environment that balances autonomy with rigorous debate and accountability
  • More than 70 years of investing in equities while staying true to our disciplines, regardless of short-term market cycles