Donald G. Huber is a senior vice president and portfolio manager responsible for managing institutional and retail global large-cap equity portfolios. Prior to joining Franklin Templeton in 2002, Mr. Huber was with JPMorgan Chase and predecessor organizations, where he focused on portfolio management, strategic planning and relationship management in private and corporate banking. He entered the financial services industry in 1981. Mr. Huber holds a B.B.A. from the University of Michigan. He is a member of the CFA Society New York and a Chartered Financial Analyst (CFA) charter holder.

Patrick McKeegan is a vice president and portfolio manager for Franklin Equity Group with generalist coverage. Mr. McKeegan holds a B.S. in commerce from the University of Virginia. He is a Chartered Financial Analyst (CFA) charterholder.

Mrs. Mathews has been a portfolio manager of the Fund since June 2025, providing research and advice on the purchases and sales of individual securities, and portfolio risk assessment. She joined Franklin Templeton in 2023. Prior to joining Franklin Templeton, Mrs. Mathews was a healthcare research analyst at Point72 Asset Management.