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UK PROFESSIONAL ADVISERS – IMPORTANT LEGAL INFORMATION
THIS AREA OF THE WEBSITE IS INTENDED SOLELY FOR UK PROFESSIONAL INVESTORS WHO ARE INTERMEDIARIES, SUCH AS DISCRETIONARY WEALTH MANAGERS AND INVESTMENT ADVISERS, AND WHO ARE PROFESSIONAL CLIENTS. IT IS NOT INTENDED FOR USE BY OR TO BE VIEWED BY RETAIL CLIENTS OR MEMBERS OF THE GENERAL PUBLIC OR PERSONS OUTSIDE THE UK. THOSE WHO ARE NOT UK RESIDENT PROFESSIONAL CLIENTS ACTING AS INTERMEDIARIES ARE KINDLY ASKED TO LEAVE THIS WEBSITE. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC IN THE UK, PLEASE REFER TO THE INDIVIDUAL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL CLIENT. I CONFIRM I HAVE THE EXPERIENCE, KNOWLEDGE AND EXPERTISE REQUIRED TO APPREHEND THE RISKS INHERENT TO THE FINANCIAL INSTUMENTS REFERRED TO HEREIN AND TO MAKE INVESTMENT DECISIONS. I CONFIRM I HAVE READ THE IMPORTANT INFORMATION, CONSENT TO THE PROVISION OF INFORMATION VIA A WEBSITE AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
- This Website is directed only at Professional Clients who are intermediaries resident within the United Kingdom and the information provided is not for distribution outside the United Kingdom. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment in countries outside the United Kingdom. No shares or units in these products or funds may be offered or sold to US Persons (as more fully defined in the latest fund prospectus) or in any other country, state or jurisdiction where it would be unlawful to offer, solicit an offer for or sell such shares or units.
- The information on this Website is issued and approved by Franklin Templeton Investment Management Limited and does not, in any way, constitute investment advice. Franklin Templeton Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FCA).
- This site uses cookies to improve your online experience. Sites like ours store small text files on your computer when you visit. We use this information to monitor traffic and look for ways to improve the services we offer at www.franklintempleton.co.uk. The cookies we use don't include any information about your personal identity or your accounts. Your browser must accept at least a session cookie to use all the features on this site. For instructions on disabling these files, please visit our cookie policy.
- The prices of shares and units and income there from can go down as well as up, and you may not get back the amount invested. Past performance is neither an indicator, nor a guarantee of future performance. The information on this Website should not be construed as indicating any guarantee of a return from an investment managed by Franklin Templeton Investments. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, performance may also be affected by currency fluctuations. Where a fund invests in derivative instruments, this entails specific risks that may increase the risk profile of the fund and are more fully described in the Fund’s prospectus and in the relevant KIID. Where a fund invests in a specific sector or geographical area, the returns may be more volatile than a more diversified fund. Emerging Markets can be more risky than developed markets. Please refer to the relevant fund’s prospectus and KIID for further information on these and other risks which could affect your investment.
- Subscriptions for shares or units in any Franklin Templeton Investments product or fund can be made only on the basis of the current prospectus, the relevant Key Investor Information Document (“KIID”), accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter, or other offering document, for that product or fund which more fully describes the investment risks. All or most of the protections provided by the UK regulatory system will not apply to investors in the Franklin Templeton Investment Funds or Franklin Templeton Shariah Funds.
- The investment activities for Franklin Templeton Shariah Funds will be undertaken in accordance with the Shariah Guidelines. As a consequence, the performance of these funds may possibly be lower than other investment funds that do not seek to strictly adhere to the Islamic investment criteria. The requirement to “purify” cash holdings or dividend income will likely result in payments being made to charities. The return to investors will be reduced by the amount of such payments.
- This website is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of any of Franklin Templeton Investments’ fund ranges. Nothing in this website should be construed as investment advice. Franklin Templeton Investments has exercised professional care and diligence in the collection of information in this website. However, data from third party sources may have been used in its preparation and Franklin Templeton Investments has not independently verified, validated or audited such data. Opinions expressed are the author’s at the publication date and they are subject to change without prior notice. Given the rapidly changing market environment, Franklin Templeton Investments disclaim responsibility for updating this material. Any research and analysis contained in this website has been procured by Franklin Templeton Investments for its own purposes and is provided to you only incidentally. Franklin Templeton Investments shall not be liable to any user of this website or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission.
This website uses cookies. You can read about the cookies that we use here. Please accept the terms and conditions before continuing:
UK INSTITUTIONAL INVESTORS - IMPORTANT LEGAL INFORMATION
THIS AREA OF THE WEBSITE IS INTENDED SOLELY FOR UK INSTITUTIONAL INVESTORS WHO ARE PROFESSIONAL CLIENTS. IT IS NOT INTENDED FOR USE BY OR TO BE VIEWED BY RETAIL CLIENTS OR MEMBERS OF THE GENERAL PUBLIC OR PERSONS OUTSIDE THE UK. THOSE WHO ARE NOT UK RESIDENT PROFESSIONAL CLIENTS ARE KINDLY ASKED TO LEAVE THIS WEBSITE. FOR INFORMATION ON PRODUCTS AVAILABLE TO MEMBERS OF THE GENERAL PUBLIC IN THE UK, PLEASE REFER TO THE INDIVIDUAL INVESTORS SECTION OF THIS WEBSITE.
I CONFIRM THAT I AM A PROFESSIONAL CLIENT. I CONFIRM I HAVE THE EXPERIENCE, KNOWLEDGE AND EXPERTISE REQUIRED TO APPREHEND THE RISKS INHERENT TO THE FINANCIAL INSTRUMENTS REFERRED TO HEREIN AND TO MAKE INVESTMENT DECISIONS. I CONFIRM I HAVE READ THE IMPORTANT INFORMATION, CONSENT TO THE PROVISION OF INFORMATION VIA A WEBSITE AND WISH TO PROCEED
IMPORTANT INFORMATION
You must read this before proceeding, as it explains both the legal and regulatory restrictions which apply to the information contained and investment products referred to within this Website.
- This Website is directed only at Professional Clients resident within the United Kingdom and the information provided is not for distribution outside the United Kingdom. None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment in countries outside the United Kingdom. No shares or units in these products or funds may be offered or sold to US Persons (as more fully defined in the latest fund prospectus) or in any other country, state or jurisdiction where it would be unlawful to offer, solicit an offer for or sell such shares or units.
- The information on this Website is issued and approved by Franklin Templeton Investment Management Limited and does not, in any way, constitute investment advice. Franklin Templeton Investment Management Limited is authorised and regulated by the Financial Conduct Authority (FCA).
- This site uses cookies to improve your online experience. Sites like ours store small text files on your computer when you visit. We use this information to monitor traffic and look for ways to improve the services we offer at www.franklintempleton.co.uk. The cookies we use don't include any information about your personal identity or your accounts. Your browser must accept at least a session cookie to use all the features on this site. For instructions on disabling these files, please visit our cookie policy.
- The prices of shares and units and income there from can go down as well as up, and you may not get back the amount invested. Past performance is neither an indicator, nor a guarantee of future performance. The information on this Website should not be construed as indicating any guarantee of a return from an investment managed by Franklin Templeton Investments. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, performance may also be affected by currency fluctuations. Where a fund invests in derivative instruments, this entails specific risks that may increase the risk profile of the fund and are more fully described in the Fund’s prospectus and in the relevant KIID. Where a fund invests in a specific sector or geographical area, the returns may be more volatile than a more diversified fund. Emerging Markets can be more risky than developed markets. Please refer to the relevant fund’s prospectus and KIID for further information on these and other risks which could affect your investment.
- Subscriptions for shares or units in any Franklin Templeton Investments product or fund can be made only on the basis of the current prospectus, the relevant Key Investor Information Document (“KIID”), accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter, or other offering document, for that product or fund which more fully describes the investment risks. All or most of the protections provided by the UK regulatory system will not apply to investors in the Franklin Templeton Investment Funds or Franklin Templeton Shariah Funds.
- The investment activities for Franklin Templeton Shariah Funds will be undertaken in accordance with the Shariah Guidelines. As a consequence, the performance of a these funds may possibly be lower than other investment funds that do not seek to strictly adhere to the Islamic investment criteria. The requirement to “purify” cash holdings or dividend income will likely result in payments being made to charities. The return to investors will be reduced by the amount of such payments.
- This website is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of any of Franklin Templeton Investments’ fund ranges. Nothing in this website should be construed as investment advice. Franklin Templeton Investments has exercised professional care and diligence in the collection of information in this website. However, data from third party sources may have been used in its preparation and Franklin Templeton Investments has not independently verified, validated or audited such data. Opinions expressed are the author’s at the publication date and they are subject to change without prior notice. Given the rapidly changing market environment, Franklin Templeton Investments disclaim responsibility for updating this material. Any research and analysis contained in this website has been procured by Franklin Templeton Investments for its own purposes and is provided to you only incidentally. Franklin Templeton Investments shall not be liable to any user of this website or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission.
United Kingdom
What is an ETF?
An ETF, or Exchange Traded Fund, is a basket of securities such as stocks and/or bonds that are held in a single fund that is bought or sold on an exchange. Over the last 20 years, ETFs have become popular primarily because they provide transparent, affordable access to a wide array of investment strategies.
Some Characteristics of ETFs
ETFs include some characteristics of stocks and other qualities inherent to mutual funds, making them a unique investment structure, offering benefits such as:
- Diversification: Investors own a diversified portfolio of stocks and/or bonds in a single fund which is professionally managed.
- Intra-Day Trading: Similar to stocks, ETFs can be bought and sold throughout the day on an exchange. Investors can place various types of orders, including limit and stop-loss orders. Mutual fund shares settle after the market has closed.
- Cost: The management fees for index-tracking ETFs are often lower than mutual funds, but investors may pay a brokerage commission each time they buy or sell an ETF.
- Investment Minimums: ETFs have no investment minimum, with exception to the cost to purchase a single share. Mutual funds typically have an investment minimum.
- Transparency: ETFs disclose all of the portfolio’s holdings on a daily basis, allowing investors to know exactly what they own. Mutual funds typically post holdings on a quarterly basis.
Types of ETFs from Franklin Templeton
Franklin Templeton offers a variety of equity and fixed-income ETFs to fit the investment requirements and risk tolerance of many investors.
Passive ETFs
Also known as traditional index-based ETFs, these seek to track an index (typically market-cap weighted) in order to capture the risk and return of a given market. Investors and advisors may use passive ETFs to precisely target exposure at a low cost.
Smart Beta ETFs
Similar to passive ETFs, smart beta ETFs seek to track an underlying index that is constructed using a transparent and rules-based process. However, the underlying indexes for smart beta ETFs are typically not market-cap weighted. Instead, they are designed with a desired outcome in mind, such as lowering drawdowns during heightened periods of market volatility or pursuing stronger risk-adjusted returns versus a broader investment universe.
Active ETFs
Instead of seeking to track an index, the portfolio managers invest opportunistically outside the benchmark using fundamental research and expertise. Investors may use active ETFs to seek potential outperformance of the broader market.
FEATURED ETFs
Franklin Templeton offers a broad range of ETFs that track a variety of asset classes, including equity and fixed income. Here’s a selection of a few of our ETFs:
For a full list of our ETFs, including recent prices and investment performance, click here.
How Do I Invest in ETFs?
Talk with your financial adviser about adding a LibertyShares ETF to your portfolio or purchase an ETF directly through an online brokerage account.
Important Legal Information
This material is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of any of the Franklin LibertyShares ETF ranges. Nothing in this material should be construed as investment advice.
Past performance is not an indicator, nor a guarantee of future performance. The value of investments and any income received from them can go down as well as up, and investors may not get back the full amount invested. An investment in Franklin LibertyShares ETFs entails risks which are described in the prospectus and the relevant Key Investment Information Document. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, performance may also be affected by currency fluctuations. Where a fund invests in a specific sector or geographical area, the returns may be more volatile than a more diversified fund. There is no guarantee that the Fund will achieve its objective.
Franklin LibertyShares ETFs (domiciled outside of the U.S. or Canada) may not be directly or indirectly offered or sold to residents of the United States of America or Canada. ETFs trade like stocks, fluctuate in market value and may trade at prices above or below their net asset value. Brokerage commissions and ETF expenses will reduce returns.
Issued by Franklin Templeton Investment Management Limited (FTIML), Cannon Place, 78 Cannon Street, London, EC4N 6HL. FTIML is authorised and regulated by the Financial Conduct Authority.
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
