Franklin LibertyQ Global Equity SRI UCITS ETF

Fund Description

The Fund invests in large and mid-capitalisation stocks in developed and emerging market countries globally that are considered to be environmentally and socially responsible. It seeks to track the performance of the LibertyQ Global Equity SRI Index (the “Underlying Index”) as closely as possible. The Fund aims to replicate the Underlying Index by holding all of its securities in a similar proportion to their weighting in the Underlying Index. The holdings of the Underlying Index are selected from the MSCI AC World SRI Index (the “Investment Universe”), using a transparent multi-factor selection process that applies four investment style factors (quality, value, momentum and low volatility).

Registered Countries

 United Kingdom          Germany      Italy         Austria    Switzerland

MANAGEMENT

Dina Ting, CFA®

  • California, United States
  • Years Of Experience: 22

Lorenzo Crosato, CFA®

  • London, United Kingdom
  • Years Of Experience: 20

What are the Key Risks?

The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments. There is no guarantee that the Fund will meet its objective.

  • The Fund intends to track the performance of the Underlying Index which is comprised of 230 stocks selected from the MSCI ACWI SRI Index. Such assets have historically been subject to price movements due to such factors as general stock market volatility, changes in the financial outlook or fluctuations in currency markets. As a result, the performance of the Fund can fluctuate considerably over time.
  • Other significant risks include: counterparty risk, currency risk, derivatives risk, Emerging Markets risk, index related risk, secondary market trading risk.