Portfolio Management Services from Franklin Templeton India

By: Nail Brook
Bullish... bearish. Bearish... bullish. In a market so unpredictable, it makes sense to follow a regular investing approach rather than investing a lump sum. Franklin Templeton’s PROWESS—focuses on providing you with options which would aim at wealth accretion while minimizing the risk you assume to achieve the desired objective. The focus of PROWESS will be to identify attractive investment opportunities taking advantage of the disciplined approach to investing, which has been the hallmark of Franklin Templeton over the years.

PROWESS brings you two products—FT select and FT Opportunities—each one mapped to suit a conservative or aggressive risk profile. FT Select The Franklin Templeton FT Select is suitable for all equity investors. This product will focus on large cap stocks that are well researched, so as to reduce negative surprises in terms of corporate governance and management quality. The large cap orientation of this offering gives you the reassurance that your money is invested only in established bluechip stocks, which enjoy an established performance. You also benefit from lower transaction costs because of better liquidity.

Features •Portfolio of 15-18 solid stocks •Focus on stocks with large market capitalisation (>Rs 1,500 Crores) •Sector concentration limited to 30% •Stock concentration limited to 15% •The top 10 stocks account for upto 75% of the portfolio, giving your portfolio greater leverage FT Opportunities FT Opportunities will invest in stocks across the entire market capitalisation range and would have the option of maintaining up to 25% of its assets in fixed income/money market securities. The product will follow a bottom up approach to stock picking and will choose the best companies across sectors, some of which could even be in out-of-favour sectors. The aim will be to build a solid portfolio of stocks, which will have the ability to outperform the markets through economic cycles. Features •Portfolio of 25-30 solid stocks •Focus on stocks across the entire market capitalisation range and sectors •Sector concentration limited to 30% of the portfolio or 1.5 times the sector’s weightage in the benchmark index (S&P CNX 500) •Stock concentration limited to 15% The Franklin Templeton Portfolio Management Services offering PROWESS feature provides you with the following benefits

•Information at your fingertips You will receive a quarterly market update, as well as Market and Portfolio Performance Overviews prepared by the PROWESS Investment Team. These are a key part of every investor’s Quarterly Review.

•Web access You can access all information on your portfolio 24 hours on the Internet. Through a secure ID, you can access your account through the website, download your Investment Summary, Portfolio Statement, Portfolio Transaction List, Performance Analysis and more.

•Interaction with the investment team You will receive regular updates on the investment philosophy and market views personally from the Franklin Templeton PROWESS Investment Team. With the experienced team of portfolio managers always keeping a close eye on the developments in the market you are sure to achieve the maximum returns on your investments.

Portfolio Management services brought to you from Franklin Templeton India the leaders in Investment solutions.

Visit our site www.franklintempletonindia.com

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