Franklin NextStep Dynamic Growth Fund

Wholesale Funds

Summary of Fund Objective

The Fund seeks to achieve long term total return. Total return includes capital growth and income.

Investors’ Profile

The Fund is suitable for you if you are looking for:

  • a long term total return that is consistent with a high level of risk; and
  • a long term investment.

FUND MANAGERS

Thomas Nelson

  • New York, United States
  • Years With Firm: 12
  • Years Of Experience: 29

May Tong

  • New York, United States
  • Years With Firm: 2
  • Years Of Experience: 19

Ricky Chau

  • Hong Kong
  • Years With Firm: 4
  • Years Of Experience: 21

Key Risks

FOR INFORMATION CONCERNING RISK FACTORS, WHICH YOU SHOULD CONSIDER, PLEASE REFER TO THE “RISK FACTORS” SECTION (CHAPTER 3) OF THE MASTER INFORMATION MEMORANDUM (AS MAY BE AMENDED AND SUPPLEMENTED FROM TIME TO TIME).

General Risks of Investing in the Fund

  • Fund Management Risk
  • Inflation Risk
  • Operational Risk
  • Risk Of Non-compliance
  • Cyber Security Risk

Specific Risks of Investing in the Fund

  • Currency Risk
  • Class Hedging Risk
  • Asset Allocation Risk
  • Counterparty Risk
  • Derivative Instruments Risk
  • Investment Funds Risk 

Specific Risks Relating to the Investment Fund

  • Convertible And Hybrid Securities Risk
  • Credit Risk
  • Credit-linked Securities Risk
  • Defaulted Debt Securities Risk
  • Emerging Markets Risk
  • Equity Risk
  • Europe And Eurozone Risk
  • Interest Rate Securities Risk
  • Liquidity Risk
  • Low-rated Or Non-investment Grade Securities Risk
  • Market Risk
  • Regional Market Risk
  • Restructuring Companies Risk
  • Smaller And Midsize Companies Risk
  • Sovereign Debt Risk