Templeton Global Equity Fund

Wholesale Funds

Summary of Fund Objective

The Fund seeks to provide capital appreciation by investing in the Target Fund which aims to invest in equity securities of companies throughout the world, including Emerging Markets.

Investors’ Profile

The Fund is suitable for Sophisticated Investors who:

  • Seek capital appreciation by investing in undervalued securities in a well diversified global equity fund; and.
  • Have a medium to long term investment horizon.

FUND MANAGERS

Herbert J Arnett Jr.

  • Nassau, Bahamas
  • Years With Firm: 24
  • Years Of Experience: 26

Warren Pustam

  • Nassau, Bahamas
  • Years With Firm: 7
  • Years Of Experience: 14

Key Risks

FOR INFORMATION CONCERNING RISK FACTORS, WHICH YOU SHOULD CONSIDER, PLEASE REFER TO THE “RISK FACTORS” SECTION (CHAPTER 2) OF THE INFORMATION MEMORANDUM (AS MAY BE AMENDED AND SUPPLEMENTED FROM TIME TO TIME).

Principal Risks Associated with the Target Fund

  • Chinese Market Risk
  • Convertible And Hybrid Securities Risk
  • Counterparty Risk
  • Emerging Markets Risk
  • Equity Risk
  • Europe And Eurozone Risk
  • Foreign Currency Risk
  • Liquidity Risk
  • Market Risk
  • Securities Lending Risk
  • Value Stocks Risk

Principal Risks Associated with the Target Fund

  • Chinese Market Risk
  • Convertible And Hybrid Securities Risk
  • Counterparty Risk
  • Emerging Markets Risk
  • Equity Risk
  • Europe And Eurozone Risk
  • Foreign Currency Risk
  • Liquidity Risk
  • Market Risk
  • Securities Lending Risk
  • Value Stocks Risk