To seek long-term investment growth, mainly through growth of capital. The Fund mainly invests in equity and equity-related securities of companies of any size that are located in, or derive significant business from the U.S. 

The Fund promotes environmental and social characteristics in accordance with Article 8 of the Sustainable Finance Disclosure Regulation (the “SFDR”).

In its implementation of the Fund’s environmental, social and governance (“ESG”) strategy, the Investment Manager favours issuers with higher-quality ESG profiles, as captured by its proprietary ESG methodology. In addition, the Fund applies specific ESG exclusions. 

The Fund’s environmental or social characteristics are assessed both quantitatively, by means of sustainability indicators as well as of the Investment Manager’s proprietary ESG ratings. As part of its investment decision making process, the Fund’s ESG strategy also uses binding criteria for the selection of underlying assets.

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Investors who understand the risks of the Fund and plan to invest for at least 3 years. The Fund may appeal to investors who: 

• are looking for long-term investment growth; 
• are interested in exposure to equity markets in the U.S. as part of a diversified portfolio;
• have a medium risk profile and can tolerate moderate short-term changes in the share price.

The Fund does not offer any capital guarantee or protection and you may not get back the amount invested.

• The Fund is subject to the following risks which are materially relevant:
  Foreign Currency risk: the risk of loss arising from exchange-rate fluctuations or due to exchange control regulations.
  Derivative Instruments risk: the risk of loss in an instrument where a small change in the value of the underlying investment may have a larger impact on the value of such instrument. Derivatives may involve additional liquidity, credit and counterparty risks.
  Liquidity risk: the risk that arises when adverse market conditions affect the ability to sell assets when necessary. Such risk may be triggered by (but not limited to) unexpected events such as environmental disasters or pandemics. Reduced liquidity may have a negative impact on the price of the assets.

For full details of all of the risks applicable to this Fund, please refer to the “Risk Considerations” section of the Fund in the current prospectus of Franklin Templeton Investment Funds.