Enables data analysis using automated computing processes at scale
Examples:
Alphabet, Meta Platforms, Amazon2
Journey of Digital Transformation Continues
Watch Jonathan Curtis, Portfolio Manager, Franklin Technology Strategy, explain why he believes the technology sector will continue to perform well, driven by reasonable valuations and immense growth opportunities in areas such as artificial intelligence (AI).
We are excited about AI’s ability to drive growth and are pioneering its use by bringing this AI-generated video to you.
Sound on as Jonathan Curtis provides his latest technology update in multiple languages using AI.
Why Invest in Technology and Innovation?
Widespread Adoption of Technology
From process automation to big data, digitalisation shapes our world today. Technology is fueling disruptive innovation, streamlining outdated processes, and creating new possibilities. Over the past few decades, the way we live had already been altered by new developments. Now, the COVID-19 crisis has significantly accelerated the process of Digital Transformation.
2023: What happens in an Internet minute1
Moving at an ever-increasing rate seems to be one of the characteristics of modern life. Multitasking is becoming the norm, as the amount of information and data shared over the internet rises substantially, and it continues to grow.
Key Drivers of Innovation and Technology Growth
While new technologies have already changed our world, the pace of innovation is continuing to accelerate. The coming decades will feature even more growth in digital technologies, tools, and services. Where are the potential investment opportunities?
Artificial Intelligence
Cloud Computing
Supports companies in scaling their digital businesses globally at low cost
Examples:
Microsoft, Alphabet, Amazon2
Financial Services (Fintech)
Key to new commerce growth, allowing for digital transactions
Examples:
Visa, Mastercard2
Internet-of-Things (IoT)
A rich source of consumer and business process data
Example:
Qualcomm2
E-commerce
Connects buyers and sellers no matter how far apart
Examples:
MasterCard, Alibaba2
Medical Technology
New pharmaceutical technologies offer new treatment options for patients and advancements in healthcare
Examples:
Vertex Pharmaceuticals, Illumina Inc.2
Featured Funds
The diversity of technology sub-sectors and the prevalence of technology in daily life make a strong argument for treating technology as a core element of investor portfolios. We offer a full range of equity funds that put a different focus on this sector. Check which one suits best for your investment needs.
Franklin Technology Fund*
Equity fund that capitalizes on investment opportunities arising from high-quality technology companies worldwide
Franklin Innovation Fund*
Equity fund that invests in companies that are leaders in innovation in fields such as e-commerce, genetic breakthroughs, intelligent machines, new finance, and artificial intelligence.
Franklin U.S. Opportunities Fund*
US equity fund that provides a well-diversified, multi-cap and multi-industry portfolio of leading growth companies.
Franklin Biotechnology Discovery Fund*
Equity fund that invests in biotechnology companies that are involved in fields such as genomics, genetic engineering, gene therapy, health care, and pharmaceuticals.
*Sub-funds of Franklin Templeton Investment Funds, a Luxembourg-registered SICAV (“FTIF”)
Why Franklin Templeton
Technological and digital trends are changing our world at a faster pace than many investors expect.
Headquartered in the Middle of the Silicon Valley
The team is located in the proximity of leading technology companies, research universities and Venture Capital firms. This access helps to see investment opportunities and technology-driven disruption before the broader markets.
Experienced sector experts conduct in-depth research and provide industry coverage across all market caps and styles.
Franklin Equity Group
For more than 70 years, our equity investment teams have been helping investors meet their objectives from value and growth investing to global and local mandates.