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THIS AREA OF THE WEBSITE IS INTENDED FOR SWISS INSTITUTIONAL INVESTORS. IT IS NOT INTENDED FOR USE BY MEMBERS OF THE GENERAL PUBLIC. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC, PLEASE REFER TO THE RETAIL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
FRANKLIN TEMPLETON INVESTMENTS terms and conditions relating to the use and non disclosure of PORTFOLIO HOLDINGS for Non-U.S. Funds/Non-U.S.Advisers
This Use and Nondisclosure terms and conditions (the “Agreement”) is between Franklin Templeton Investment Management Limited (“FT”) and Recipient, and relates to the release of portfolio holdings information, including but not limited to top contributors and detractors to portfolio performance of one or more non-U.S. domiciled funds that are registered or passported with local regulatory authorities and are sponsored by Franklin Templeton Investments (each a “Fund” and together the “Funds”).1
Recipient agrees that the Holdings Information will be kept strictly confidential, regardless of the Holdings Information form or whether the Holdings Information is marked or identified as proprietary or confidential. Recipient also agrees not to disclose or disseminate the Holdings Information to any third party and to treat the Holdings Information as nonpublic and proprietary, and acknowledges that the Holdings Information constitutes a valuable asset of FT, the Funds and Fund shareholders. Recipient recognizes that adverse consequences may result for Fund shareholders if the Holdings Information is used for inappropriate trading purposes. In addition, FT may reasonably request the Non-U.S Adviser to make available to FT all research produced on the Funds.
Recipient will not:
(i) Purchase or sell any portfolio securities listed in the Holdings Information on the basis of any information contained in Holdings Information;
(ii) Trade against the Funds or knowingly engage in any trading practices that are adverse to FT or the Funds on the basis of the Holdings Information; and
(iii) Trade in shares of any U.S. registered investment company sponsored by Franklin Templeton Investments that is substantially similar to the Fund.
1 FT is acting on behalf of the investment manager of the affiliated business to which the Holdings Information relates.
Affiliated businesses shall include Franklin Resources, Inc. ("FRI") and FRI's subsidiaries, partnerships, joint ventures and related and affiliated business entities (collectively, "Franklin Templeton Investments”), along with FRI-sponsored closed-end and mutual funds (and FRI-sponsored financial products of a similar nature) (these funds and products, collectively, "the F-T Funds”) are known from time to time as “Franklin."
A mutual fund offers investors the opportunity to pool their money with other investors in an investment that’s managed by professional investment managers. Mutual funds invest in stocks, bonds or other securities according to each fund’s objective.
Investors turn to a mutual fund because of four distinct advantages they may offer over investing in individual securities.
1. Professional Management — A mutual fund offers investors access to full-time, professional money managers who have the expertise, experience and resources to actively buy, sell, and monitor investments.
2. Diversification — Buying shares in a mutual fund is an easy way to diversify your investments across many securities, which is just another way of saying that you won't have all your eggs in one basket. If one investment decreases in value, another investment in the portfolio may increase.
3. Affordability — For many people, it would be more costly to purchase directly all of the individual securities held by a single mutual fund. By contrast, the minimum initial investments for most mutual funds are more affordable.
4. Liquidity — Most mutual funds allow you to sell your fund shares on any day the stock markets are open, so you have easy access to your shares, when redeemed, may be worth more or less than their original cost.
Mutual funds come in many varieties, designed to meet different investor goals. Most of Franklin Templeton’s mutual funds fall into one of four main asset classes:
Invest primarily in stocks and may focus on certain sectors of the market or may have a specific investment style.
Invest primarily in bonds or other debt securities, and offer investors the potential for income generation and capital preservation.
Offer exposure to a broad number of asset classes, often offering a level of diversification typically associated with institutional investing.
Invest in a variety of strategies and asset classes, and offer the potential to reduce volatility and improve portfolio returns.
Franklin Templeton mutual funds are available to buy through financial advisers because we believe investors can benefit from ongoing professional advice.
Copyright © 1999-2019. Franklin Templeton Investments. All rights reserved.
This website is intended for Swiss residents.
This website is intended for Swiss residents.
Copyright © 2019 Franklin Templeton Investments. All Rights Reserved.