UK Equity
FTF ClearBridge UK Equity Income Fund
- The Fund’s primary aim is to generate an income that is higher than that of the FTSE All-Share Index, together with investment growth over a three to five-year period after all fees and costs are deducted.
FTF ClearBridge UK Mid Cap Fund
- The Fund aims to grow in value by more than the FTSE 250 (ex-Investment Trusts) Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted
FTF ClearBridge UK Smaller Companies Fund
- The Fund aims to grow in value by more than the Numis Smaller Companies ex- Investment Trusts Index over a three to five-year period after all fees and costs are deducted.
US Equity
FTGF Royce US Small Cap Opportunity Fund
- The Fund's goal is to achieve growth of the Fund's value in the long term. The Fund will invest in shares of small and very small US companies which are no larger than the largest company in the latest Russell 2000 Index. The Fund will invest in shares of companies that the portfolio managers believe are undervalued.
- The Fund will typically invest in 245-320 stocks.
FTF Royce US Smaller Companies Fund
- The Fund aims to increase in value through investment growth over periods of five years or more after all fees and costs are deducted.
FTGF ClearBridge US Equity Sustainability Leaders Fund
- A US equity fund that seeks long-term growth by investing in a concentrated all-cap portfolio of high-quality companies with environmental, social and governance (ESG) characteristics.
FTF ClearBridge US Equity Income Fund
- The Fund aims to grow in value through a combination of income and investment growth, over rolling three to five year periods, after all fees and costs are deducted.
Indian Equities
Franklin India Fund
- Actively managed by one of the biggest domestic Indian equity teams – established over 30 years ago.
- The investment team uses macro and micro factors to select individual securities that it believes are attractively valued in light of their prospects for growth.
Franklin FTSE India UCITS ETF
- Our India ETF is a passive, physically replicated ETF.
- It seeks to track the performance of the FTSE India 30/18 Capped Index, offering targeted exposure to large- and mid-sized companies in India.
- The ETF is competitively priced with a Total Expense Ratio of 0.19%* providing cost-efficient exposure to the asset class.
*The total expense ratio of a fund (TER). The on-going charges are the fees the fund charges to investors to cover the costs of running the Fund. Additional costs, including transaction fees, will also be incurred. These costs are paid out by the Fund, which will impact on the overall return of the Fund. Fund charges will be incurred in multiple currencies, meaning that payments may increase or decrease as a result of currency exchange fluctuations.
Listed Infrastructure & Technology
FTF ClearBridge Global Infrastructure Income Fund
- An income-orientated, global infrastructure fund, targeting a high level of income with a secondary objective of long-term capital growth.
Franklin Technology Fund
- The Fund aims to achieve capital appreciation by investing at least two-thirds of its assets in equity securities of companies expected to benefit from the development, advancement and use of technology.
Sustainability
Templeton Global Climate Change Fund
- The Fund enables investors seeking portfolio diversification and long-term capital growth to invest in companies that are actively addressing climate change.
FTGF ClearBridge US Equity Sustainability Leaders Fund
- A US equity fund that seeks long-term growth by investing in a concentrated all-cap portfolio of high-quality companies with environmental, social and governance (ESG) characteristics.
Investment Trusts
Investment trusts offer instant diversification by investing in a wide range of assets, sectors, and countries making them an attractive option for investors seeking a well-diversified portfolio.
Templeton Emerging Markets investment Trust
- Dynamic Growth Potential - Access to the dynamic growth potential of companies from some of the world’s fastest advancing economies such as China, Mexico, Taiwan and India.
- Active Investment Approach - An established, active investment approach that seeks to reduce risk and increase the value of an investment over time.
- Local Knowledge and Expertise - Management by one of the largest and most experienced, dedicated emerging markets teams.
Franklin Global Trust
- Franklin Global Trust aims to achieve long-term returns in excess of the total return from the MSCI All Country World index.
- Central to our investment philosophy is the belief that equity markets undervalue companies that deliver growth through sustainable long-term value creation.
- We believe that the very best way to capture returns for our clients is to invest for the long term by identifying high-quality opportunities at sensible valuations.
Fixed Income
Unrivalled experience, unmatched global breadth and depth, and unparalleled innovation have put Franklin Templeton at the forefront of fixed income investing for more than 50 years.
FTF Brandywine Global Income Optimiser Fund
- The Fund's primary aim is to generate income in all market conditions, over a full market cycle, typically a three to five-year period, after all fees and costs are deducted. The Fund also seeks to preserve capital.
FTGF Western Asset Short Duration Blue Chip Bond Fund
- The Fund's goal is to achieve income and growth of the Fund's value.
- The Fund invests mainly in higher rated corporate bonds issued in certain developed countries.
- The Fund will only invest in those corporate bonds that have priority over certain other bonds in a claim against the issuer.
- The Fund invests no more than 40% of its assets in financial companies.