This is a marketing communication. For the purposes of the UK Sustainability Disclosure Requirements, a sustainable investment label helps investors find funds that have a specific sustainability objective. This Fund does not have a UK sustainable investment label because it does not have a specific sustainability objective.
A diversified total return portfolio focused on high-quality large-cap companies, renowned for their attractive dividend yields and potential for substantial dividend growth.
The fund seeks high-quality stocks with an attractive or improving dividend yield
The fund invests in companies which it believes can maintain or increase dividends or income distributions over the longer term, embracing the compounding effect of dividend growth.
The fund looks to target risk adjusted returns through upside participation and downside mitigation.
We believe a total return portfolio with exposure to companies that either pay an existing dividend or have the potential to pay and/or significantly grow their dividends has the potential to outperform over the long term.
Active management: we employ fundamental analysis to identify strong, well-run businesses with long histories of paying and raising dividends.
Dividend profile: We do not employ a yield screen and have no minimum yield threshold. Instead, we seek companies with robust dividend growth and sustainable pay-out ratios.
Long-term capital appreciation: Our low turnover approach leverages long-term growth opportunities, promoting capital appreciation over extended time periods.
Portfolio Managers John Baldi and Michael Clarfeld have worked together since 2008 and bring a long tenure of experience managing dividend-focused strategies. The team does not deviate from a disciplined investment process focused on income growth.
Managing Director, Portfolio Manager
Managing Director, Portfolio Manager
ClearBridge Investments is a leading global equity manager committed to delivering long-term results through active management. We have followed this approach for more than 60 years and continue to offer investment solutions that emphasise differentiated stock selection. Our investment decisions are supported by a robust research platform that conducts in-depth fundamental analysis, and we offer a range of strategies tailored to meet investment objectives for investors seeking consistent and attractive income solutions.
We offer UK investors a diverse range of active and passive strategies – from growth to value and equity income and from mega cap to small cap.
What are the Key Fund Risks?
FTF ClearBridge US Equity Income Fund
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 does not offer any capital guarantee or protection and you may not get back the amount invested. Shares of US companies from various sectors have historically been subject to relatively large fluctuations in value. As a result, the performance of the Fund can fluctuate considerably over time.
Risks materially relevant not adequately captured by the indicator:
Concentration risk: the risk that arises when a fund invests in relatively few holdings, few sectors or a restricted geographic area. Performance may be more volatile than a fund with a greater number of securities.
Single Country/Region Risk: This fund invests primarily in the United States, which means that it is more sensitive to local economic, market, political or regulatory events in the United States, and will be more affected
by these events than other funds that invest in a broader range of regions.
Equity risk: prices of equities may be affected by factors such as economic, political, market, and issuer-specific changes. Such changes may adversely affect the value of the equities regardless of company-specific performance.
Foreign currency risk: the risk of loss arising from exchange-rate fluctuations or due to exchange control regulations.
Liquidity risk: the risk that arises when adverse market conditions affect the ability to sell assets when necessary. Such risk may be triggered by (but not limited to) unexpected events such as environmental disasters or pandemics. Reduced liquidity may have a negative impact on the price of the assets.
For a full discussion of all the risks applicable to this Fund, please refer to the “Risk Factors” section of the current prospectus of Franklin Templeton Funds
Important Legal Information
There is no guarantee that the Fund will achieve its objective over this or any other time period. Capital invested is at risk and you may get back less than you paid in.
This webpage 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 the sub funds of Franklin Templeton Funds ("FTF"), a UK-domiciled OEIC ("the Fund"). Nothing in this document should be construed as investment advice. Subscriptions to shares of the Fund can only be made on the basis of the current prospectus, the relevant Key Investor Information Document ("KIID") or Supplementary Information Document ("SID") accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter, which can be found on our website (www.franklintempleton.co.uk) or from the address below. US Persons (as more fully defined in the latest Fund prospectus) are not eligible to invest in the Fund. Shares of the Fund are available for sale and distribution in the UK.
An investment in the Fund entails risks which are described in the Fund's prospectus and the relevant KIID. The value of shares in the Fund and any income received from them can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator, not a guarantee, of future performance.Where a fund invests in a specific sector or geographical area, the returns may be more volatile than a more diversified fund.
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 disclaim responsibility for updating this material. References to particular industries, sectors or companies are for general information and are not necessarily indicative of a fund's holding at any one time. Any research and analysis contained in this document has been procured by Franklin Templeton for its own purposes and is provided to you only incidentally. Franklin Templeton shall not be liable to any user of this document 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.
There is no guarantee that the Fund will achieve its objective. For a free copy of the latest prospectus, the SID, the relevant KIID, the annual report and semi-annual report, if published thereafter or for more information about any Franklin Templeton fund, UK investors should contact: Franklin Templeton, Telephone: 0800 305 306, Email: [email protected] or write to us at the address below. Alternatively, the information can be downloaded from our website www.franklintempleton.co.uk. Issued by Franklin Templeton Investment Management Limited (FTIML) Registered office: Cannon Place, 78 Cannon Street, London EC4N 6HL. FTIML is authorised and regulated by the Financial Conduct Authority.
