Templeton Global Balanced Fund

Wholesale Funds

Summary of Fund Objective

The Fund seeks to provide capital appreciation and income* by investing in the Target Fund which aims to invest principally in equity securities and government debt securities issued by entities throughout the world, including Emerging Markets.

*Income may be paid by cash or reinvested in additional Units of the Fund.

Investors’ Profile

The Fund is suitable for Sophisticated Investors who:

  • Seek capital appreciation and income by accessing a portfolio of both equity and fixed income securities via a global balanced fund, i.e., the Target Fund; and
  • Have a medium to long-term investment horizon.

FUND MANAGERS

Michael Hasenstab

  • California, United States
  • Years With Firm: 22
  • Years Of Experience: 26

Alan Chua

  • Singapore
  • Years With Firm: 20
  • Years Of Experience: 31

Calvin Ho

  • California, United States
  • Years With Firm: 15
  • Years Of Experience: 16

Peter Sartori

  • Singapore
  • Years With Firm: 1
  • Years Of Experience: 30

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).

General Risks of Investing in the Fund

  • Fund Management Risk
  • Performance Risk
  • Inflation Risk
  • Risk of Non-Compliance
  • Operational Risk

Specific Risks Associated with the Fund

  • Currency Risk
  • Class Hedging Risk
  • Foreign Country Security Risk
  • Target Fund’s Fund Management’s Risk

Principal Risks Associated with the Target Fund

  • Chinese Market Risk
  • Class Hedging Risk
  • Convertible Securities Risk
  • Counterparty Risk
  • Credit Risk
  • Derivative Instruments Risk
  • Dividend Policy Risk
  • Emerging Markets Risk
  • Europe And Eurozone Risk
  • Equity Risk
  • Foreign Currency Risk
  • Interest Rate Securities Risk
  • Liquidity Risk
  • Low-rated or Non-investment Grade Securities Risk
  • Market Risk
  • Securities Lending Risk
  • Value Stocks Risk