Temp.Gl.Climate C.Fd.A-H1 USD H
LU1803068623
Temp.Gl.Climate C.Fd.A-H1 USD H/ LU1803068623 /
NAV9/6/2024 |
Chg.-0.4000 |
Type of yield |
Investment Focus |
Investment company |
17.9800USD |
-2.18% |
reinvestment |
Equity
Worldwide
|
Franklin Templeton ▶ |
Investment strategy
The Fund is classified as Article 9 under EU Sustainable Finance Disclosure Regulation and aims to contribute towards climate change mitigation and adaptation as considered by the Paris Climate Agreement while increasing the value of its investments over the medium to long term.
The Fund pursues an actively managed investment strategy by investing in companies across all sectors worldwide that are good stewards of their impact on social and environmental development belonging to 2 categories: - solution providers (more than 50% of the Fund's net assets): companies deriving a majority of revenues from activities aiming at reducing carbon emissions or improving resource efficiencies - transitioning companies: companies deriving more than 20% of revenues from activities aiming at reducing carbon emissions or improving resource efficiencies, and transitioning to solution providers or enabling solutions through adjacent products and services The Fund can invest to a lesser extent in: - units of other mutual funds and exchange traded funds (limited to 10% of assets) - convertible securities or debt securities - derivatives for hedging and efficient portfolio management The investment team uses in-depth ESG analysis to select individual equity securities of companies with favourable environmental, social and governance attributes that it believes are undervalued and will provide the best opportunities for increased value over the long term. Benchmarks: MSCI All Country World Index-NR (used for performance comparison purposes - neither used as a constraint on how the Fund's portfolio is to be constructed nor set as a target for the Fund's performance to beat) and MSCI ACWI Investable Market Index-NR (used as a proxy for the universe, for the purpose of the ESG rating comparison). The Fund is not obliged to hold any of the benchmarks constituents and may significantly depart from the composition of these benchmarks.
Investment goal
The Fund is classified as Article 9 under EU Sustainable Finance Disclosure Regulation and aims to contribute towards climate change mitigation and adaptation as considered by the Paris Climate Agreement while increasing the value of its investments over the medium to long term.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Equity |
Region: |
Worldwide |
Branch: |
Mixed Sectors |
Benchmark: |
MSCI All Country World Index-NR, MSCI ACWI Investable Market Index-NR |
Business year start: |
7/1 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE, Luxembourg Branch |
Fund domicile: |
Luxembourg |
Distribution permission: |
Austria, Germany, Switzerland, Luxembourg, Czech Republic |
Fund manager: |
Craig Cameron, Tina Sadler |
Fund volume: |
1.46 bill.
USD
|
Launch date: |
4/6/2018 |
Investment focus: |
- |
Conditions
Issue surcharge: |
5.75% |
Max. Administration Fee: |
1.50% |
Minimum investment: |
1,000.00 USD |
Deposit fees: |
0.14% |
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 |
|
93.57% |
Cash |
|
0.40% |
Others |
|
6.03% |
Countries
United States of America |
|
26.05% |
France |
|
12.19% |
Netherlands |
|
9.56% |
Denmark |
|
8.70% |
Korea, Republic Of |
|
6.77% |
United Kingdom |
|
6.26% |
Ireland |
|
3.66% |
Italy |
|
3.40% |
Taiwan, Province Of China |
|
3.21% |
Germany |
|
2.98% |
Norway |
|
2.88% |
India |
|
2.82% |
Japan |
|
2.22% |
Brazil |
|
1.66% |
Israel |
|
1.21% |
Others |
|
6.43% |
Branches
Industry |
|
27.58% |
Commodities |
|
20.25% |
IT/Telecommunication |
|
19.66% |
Utilities |
|
17.42% |
Consumer goods |
|
4.83% |
Finance |
|
3.83% |
Cash |
|
0.40% |
Others |
|
6.03% |