TORONTO, July 26, 2021 /CNW/ - Franklin Templeton Canada is listing Franklin
Martin Currie Sustainable Emerging Markets Active ETF (FSEM) and
Franklin Martin Currie Sustainable Global Equity Active ETF
(FGSG) on the Toronto Stock Exchange (TSX) today, July 26, 2021.
"Martin Currie combines an
active, high conviction strategy with robust ESG expertise when
investing in global and emerging markets as they have done so for
many decades, having invested in global equities since the 1920s
and Asian equities since the 1980s," said Duane Green, president and CEO, Franklin Templeton Canada. "We continue to
focus on providing Canadian investors with a world-class fund
line-up1 featuring boutique investment managers
with global and sustainability expertise to help them achieve their
desired investment outcomes."
Franklin Martin Currie Sustainable Emerging Markets Active
ETF (FSEM) invests primarily in units of Franklin Martin Currie
Sustainable Emerging Markets Fund, which invests in quality
emerging market equities with long-term growth potential, while
using a fully integrated ESG investment approach. The
portfolio managers seek undervalued stocks with high potential to
create shareholder value based on their assessment of a company's
quality, growth prospects, governance and sustainability. The
fund's U.S. equivalent is a 5-star Morningstar rated
fund.1
Franklin Martin Currie Sustainable Global Equity Active ETF
(FGSG) invests primarily in units of Franklin Martin Currie
Global Equity Fund, which invests in companies that have a strong
history of offering high and sustainable returns on invested
capital over time. The portfolio managers take a high-conviction,
flexible approach to investing across sectors, geographies and
market capitalizations, while seeking to manage risk on an absolute
basis. The fund's U.S. equivalent is a 4-star Morningstar rated
fund.1
"As the need for high-conviction funds with genuine stewardship
and ESG outcomes becomes ever more important to investors, we are
bringing our expertise in sustainable investing to the Canadian
market," said Mel Bucher, co-head
of Global Distribution, Martin
Currie. "As Martin Currie continues to expand its
global reach, it now has one-third of its assets under management
based in North America."
FSEM and FGSG are the latest additions to the recently announced
sustainable ETF listings from Franklin
Templeton's specialist investment managers, which include
Franklin Brandywine Global Sustainable Income Optimiser Active ETF
(FBGO), Franklin ClearBridge Sustainable Global Infrastructure
Income Active ETF (FCII) and Franklin ClearBridge Sustainable
International Growth Active ETF (FCSI).
Franklin Templeton's diverse and
innovative ETF platform was built to provide better client outcomes
for a range of market conditions and investment opportunities. The
product suite offers active, smart beta and passive ETFs that span
multiple asset classes and geographies.
About Martin Currie
Martin Currie, LLC ("Martin Currie")
is a global active equity specialist with leading credentials in
sustainable investing, crafting high-conviction portfolios for
client-focused solutions. With approximately US$23 billion in assets under management as of
June 30, 2021, investment excellence
is at the heart of its business. Central to its philosophy is a
stock-driven approach, based on in-depth fundamental research,
active ownership and engagement and skilled portfolio construction.
Martin Currie is rated A+ in all
three categories under the Principles for Responsible Investment
(PRI) 2020. As a specialist investment manager of Franklin Templeton, it also has the backing of
one of the world's largest asset management firms.
About Franklin
Templeton
Franklin Templeton Investments Corp. (also
known as Franklin Templeton Canada)
is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a global
investment management organization with subsidiaries operating as
Franklin Templeton and serving
clients in over 165 countries. Franklin
Templeton's mission is to help clients achieve better
outcomes through investment management expertise, wealth management
and technology solutions. Through its specialist investment
managers, the company brings extensive capabilities in equity,
fixed income, multi-asset solutions and alternatives. With offices
in more than 30 countries and approximately 1,300 investment
professionals, the California-based company has over 70 years of
investment experience and over US$1.5
trillion (over CAN$1.9 trillion) in assets under management
as of June 30, 2021. For more
information, please visit franklintempleton.ca and connect with
Franklin Templeton on Twitter,
Facebook and LinkedIn, and read the Beyond Bulls & Bears
blog.
Commissions, trailing commissions, management fees, brokerage
fees and expenses may be associated with investments in mutual
funds and ETFs. Please read the prospectus and fund/ETF facts
document before investing. Mutual funds and ETFs are not
guaranteed. Their values change frequently. Past performance may
not be repeated.
1. Franklin Martin Currie Sustainable Emerging Markets Fund
shares the same investment strategy and management as the Martin
Currie Emerging Markets Fund, a 5-star Morningstar rated fund in
the Diversified Emerging Markets category with a 5-year track
record in the U.S.
Franklin Martin Currie Global Equity Fund shares the same
investment strategy and management as the Martin Currie
International Unconstrained Equity Fund, a 4-star Morningstar rated
fund in the Foreign Large Growth category with a 5-year track
record in the U.S.
Source: Morningstar®. For each mutual fund and
exchange traded fund with at least a 3-year history, Morningstar
calculates a Morningstar Rating based on how a fund ranks on a
Morningstar Risk-Adjusted Return measure against other funds in the
same category. This measure takes into account variations in a
fund's monthly performance, and does not take into account the
effects of sales charges and loads, placing more emphasis on
downward variations and rewarding consistent performance. The top
10% of funds in each category receive 5 stars, the next 22.5%
receive 4 stars, the next 35% receive 3 stars, the next 22.5%
receive 2 stars and the bottom 10% receive 1 star. The weights are:
100% 3-year rating for 36-59 months of total returns, 60% 5-year
rating/40% 3-year rating for 60-119 months of total returns, and
50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or
more months of total returns. While the 10-year overall star rating
formula seems to give the most weight to the 10-year period, the
most recent 3-year period actually has the greatest impact because
it is included in all three rating periods. Morningstar Rating is
for the named share class only; other classes may have different
performance characteristics. Past performance is not an indicator
or a guarantee of future performance.
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Copyright © 2021. Franklin Templeton. All rights
reserved.
SOURCE Franklin Templeton Investments Corp.
