FTGF ClearBr.US Eq.Sus.Lead.Fd.Pr.USD/  IE00BZ1G7G66  /

Fonds
NAV2024-09-06 Chg.-3.9200 Type of yield Investment Focus Investment company
285.7300USD -1.35% paying dividend Equity Mixed Sectors Franklin Templeton 

Investment strategy

The fund's goal is to achieve growth of the fund's value in the long term. The fund will invest at least 85% of its assets in shares of US companies that meet the fund manager's financial criteria and it's criteria for environmental, social and governance (ESG) policies. The fund manager will try to focus on companies that, in their view, offer products and services that have a positive impact on society by doing less harm to people and the plane relative to other companies within the same industry. The fund will not invest in companies with significant direct involvement in the extraction and refining of fossil fuels, exploration and production of oil and gas, mining of metals or minerals and in the production, sale or distribution of antipersonnel mines and cluster munitions.
 

Investment goal

The fund's goal is to achieve growth of the fund's value in the long term.
 

Master data

Type of yield: paying dividend
Funds Category: Equity
Country: United States of America
Branch: Mixed Sectors
Benchmark: Russell 3000 Index
Business year start: 02-29
Last Distribution: 2024-03-01
Depository bank: The Bank of New York Mellon SA/NV
Fund domicile: Ireland
Distribution permission: Austria, Germany, Switzerland, Czech Republic
Fund manager: Mary Jane McQuillen, Derek Deutsch CFA
Fund volume: 1.3 bill.  USD
Launch date: 2015-09-30
Investment focus: -

Conditions

Issue surcharge: 0.00%
Max. Administration Fee: 0.60%
Minimum investment: 15,000,000.00 USD
Deposit fees: -
Redemption charge: 0.00%
Key Investor Information: Download (Print version)
 

Investment company

Funds company: Franklin Templeton
Address: Schottenring 16, 2.OG, 1010, Wien
Country: Austria
Internet: www.franklintempleton.at
 

Assets

Stocks
 
100.00%

Countries

United States of America
 
90.00%
Ireland
 
6.54%
Denmark
 
2.05%
Netherlands
 
1.41%

Branches

IT/Telecommunication
 
34.79%
Healthcare
 
15.48%
Consumer goods
 
14.36%
Finance
 
13.97%
Industry
 
13.30%
Commodities
 
3.39%
real estate
 
3.05%
Utilities
 
1.66%