Amid escalating climate change challenges, Franklin Templeton Fixed Income emphasizes the urgency for impact investing. FTFI introduced Europe's first actively managed green bond ETF and promotes biodiversity protection alongside emission reduction. The 2022 Franklin Euro Green Bond UCITS ETF* Environmental Impact Report showcases positive results and the financial appeal of green bonds for fixed income investors. Our strong research and impact success are evident, inviting readers to explore the results and connect for inquiries or feedback.
*Franklin Sustainable Euro Green Bond UCITS ETF changed its name from Franklin Euro Green Bond UCITS ETF on 1 November 2023.
Invests in both labelled green bonds and climate-aligned bonds, allowing managers to uncover new opportunities outside of a pure green-bond market.
Managers actively utilize sector rotation, security selection, duration and curve management to help achieve excess returns and minimize risk.
Investment team uses proprietary sovereign ESG model and conducts rigorous bond selection process to determine if a security and issuer meet a green bond labelled standard.
David Zahn, lead portfolio manager, describes Europe’s first actively managed, fully dedicated green bond ETF.1 Franklin Sustainable Euro Green Bond UCITS ETF invests primarily in green bonds, which are a type of bond where proceeds are tied to global projects with environmental benefits.
Head of European Fixed Income, Franklin Templeton Fixed Income
Actively managed SFDR Article 9 fund, providing access to a diversified pool of European green bonds, which is the world's largest and most advanced green bond market2
Managed by the Franklin European Fixed Income team, with a strong track-record in sustainable Euro fixed income strategies.
A sustainable investing solution for investors seeking measurable environmental impact from their portfolio
Low-cost ETF structure with potential for excess return through active management of duration, allocation and security selection. A total expense ratio of 0.18%3
Further information in relation to the sustainability-related aspects of the Fund can be found here. Please review all of the fund’s objectives and characteristics before investing.
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This fund has been classified as Article 9 under the Regulation on sustainability related disclosures in the financial services sector (EU) 2019/2088. These are Funds which have an ESG integration approach, have binding environmental and/or social characteristics and a clear sustainable investment objective.
Further information in relation to the sustainability-related aspects of the Fund can be found at franklintempleton.lu/SFDR. Please review all of the fund's objectives and characteristics before investing.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.
Franklin Templeton ICAV ("the ETF") investment returns and principal values will change with market conditions, and an investor may have a gain or a loss when they sell their shares. Please visit www.franklintempleton.co.uk for the Franklin Templeton ICAV standardised and most recent month-end performance. There is no guarantee that any strategy will achieve its objective. For the avoidance of doubt, if you make a decision to invest, you will be buying units/shares in the fund and will not be investing directly in the underlying assets of the fund.
All performance data shown is in the fund's base currency. Performance data is based on the net asset value (NAV) of the ETF which may not be the same as the market price of the ETF.
Individual investors may realise returns that are different to the NAV performance. Past performance does not predict future returns. The actual costs vary depending on the executing custodian. In addition, deposit costs may be incurred which could have a negative effect on the value. Please find out the costs due from the respective price lists from the processing/custodian bank. Changes in exchange rates could have positive or negative effects on this investment. Please visit www.franklintempleton.co.uk/our-funds/etf/price-and-performance for current performance and see the latest prospectus or supplement for further details. Information is historical and may not reflect current or future portfolio characteristics. All portfolio holdings are subject to change.
An investment in Franklin Templeton ICAV entails risks which are described in the latest prospectus or supplement and in the relevant Key Investor Information Document. The Fund's documents are available in English, German and French from your local website or can be requested via FT's European Facilities Service which is available at https://www.eifs.lu/franklintempleton.
In addition, a summary of investor rights is available from franklintempleton.lu . The summary is available in English.
Franklin Templeton ICAV is notified for marketing in multiple EU Member States under the UCITS Directive. Franklin Templeton ICAV can terminate such notifications for any share class and/or sub-fund at any time by using the process contained in Article 93a of the UCITS Directive.
Franklin Templeton ICAV (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 the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
All MSCI data is provided "as is." The Fund described herein is not sponsored or endorsed by MSCI. In no event shall MSCI, its affiliates or any MSCI data provider have any liability of any kind in connection with the MSCI data or the Fund described herein. Copying or redistributing the MSCI data is strictly prohibited.
Important data provider notices and terms available at www.franklintempletondatasources.com
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 invests mainly in green bonds whilst aiming to maintain capital preservation. Such securities have historically proven to present some stability over time and have benefitted from limited exposure to interest rates and movements in the bond market. As a result the performance of the fund can fluctuate moderately over time.
Other significant risks include: counterparty risk, credit risk, derivatives risk and secondary market trading risk.
For full details of all the risks applicable to this Fund, please refer to the “Risk Considerations” section of the current prospectus of Franklin Templeton ICAV.
The fund’s returns may increase or decrease as a result of changes to foreign exchange rates.
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.
