FTGF ClearBr.US Eq.Sus.Lead.Fd.Pr.USD/  IE00BDB7J701  /

Fonds
NAV10/10/2024 Chg.-0.4800 Type of yield Investment Focus Investment company
168.3600USD -0.28% reinvestment Equity Mixed Sectors Franklin Templeton 

Investment strategy

The Fund's investment objective is to provide long-term capital appreciation. The Fund will invest at least 85% of its assets in shares of US companies that meet the investment manager's financial criteria and it's criteria for environmental, social and governance (ESG) policies. - As an Article 8 fund under SFDR, the investment manager applies its ESG sustainability leader criteria to 100% of the portfolio of the Fund. The investment manager's portfolio construction process restricts the companies in the Fund's investable universe by at least 20% to accommodate only those companies that are sustainability leaders. - The investment 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 planet relative to other companies within the same industry.
 

Investment goal

The Fund's investment objective is to provide long-term capital appreciation.
 

Master data

Type of yield: reinvestment
Funds Category: Equity
Country: United States of America
Branch: Mixed Sectors
Benchmark: Russell 3000 (HEDGED)
Business year start: 29/02
Last Distribution: -
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
Fund volume: 1.25 bill.  USD
Launch date: 23/06/2020
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
 
99.19%
Cash
 
0.81%

Countries

United States of America
 
89.11%
Ireland
 
6.65%
Denmark
 
2.11%
Netherlands
 
1.32%
Cash
 
0.81%

Branches

IT/Telecommunication
 
33.80%
Healthcare
 
15.50%
Finance
 
14.22%
Industry
 
14.01%
Consumer goods
 
13.21%
Commodities
 
3.73%
real estate
 
3.08%
Utilities
 
1.63%
Cash
 
0.81%
Others
 
0.01%