Here are five reasons why you might consider investing in Franklin Global Trust that offers you an easy way to invest in a ready-made portfolio of high-quality growth companies from all around the world.
Launched in 1999, the trust's primary objective is to provide long-term growth for shareholders. By investing in high-quality companies operating in markets with strong growth potential, Franklin Global Trust aims to generate long-term returns in excess of the total return from the MSCI All Country World index, sustainably, in order to satisfy investors’ needs.
The Trust provides investors with exposure to a diversified portfolio of leading companies chosen form markets all around the world.
With the freedom to invest across all regions and sectors, the trust aims to capitalise on opportunities in various markets and benefit from global economic growth. This global remit can also help to mitigate risks associated with single-country or single-sector investments.
Franklin Global Trust is focused on investing in companies exposed to global growth megatrends that open-up exciting opportunities for investors. Megatrends refers to multi-decade, transformative shifts that have a significant and profound impact on various aspects of society, the economy, and the world as a whole.
Franklin Global Trust offers exposure to megatrends and themes including: Future of Technology (Quantum computing, Robotics & automation and Cyber threats), Resource Scarcity (green energy, Electric vehicles ecossystem, and the future of food farming) and Demographic Changes (digital healthcare, water management and 21st Century diseases). Find out more about the megatrends: Managing a world of growth opportunities.
Franklin Global Trust aims to invest in high-quality companies with strong growth potential. The Trust’s investment approach emphasises finding companies with strong pricing power, dominant market positions, low disruption risk, strong management teams and high barriers to entry – all at an attractive valuation. The investment team believe that this focus on quality offers the best chance of outperforming the market and identifies companies that are the most resilience to market shocks.
The portfolio manager actively selects 25-40 individual companies based on this research to create a balanced portfolio. This high-conviction approach ensures every single position makes a meaningful contribution to returns while offering ample diversification across markets and sectors.
The Trust integrates Environmental, Social, and Governance (ESG) analysis into its stock selection process. A unique framework of over 50 distinct criteria is used to scrutinise and compare companies to help identify those that demonstrate sustainable and responsible business practices.
In recognition, Morningstar (an independent global ratings agency) has awarded the trust its highest Sustainability RatingTM. Designation of ‘5 globes’, a Low Carbon Designation and ranks it in the top 1% of 7,000 global funds in its peer group.* Franklin Global Trust’s approach to investing may appeal to investors seeking a combination of capital growth without compromising their intentions to invest responsibly.
Based in Silicon Valley, Franklin Equity Group (FEG) brings a strong innovation bias and decades of investment expertise, investing across company lifecycles to capture long-term growth. With over 70 investment professionals and US$139 billion in assets under management (as at 31 December 2024), the group combines deep research capabilities with a global perspective.
Since its inception in 1999, the Trust (known as Martin Currie Global Portfolio Trust) was managed by Martin Currie, the Edinburgh-based equity investment house. With the retirement of the Martin Currie brand in July 2025, the experienced investment team transitioned to Franklin Equity Group - a move that reflects a strong alignment in long-term, high-conviction investment philosophy.
The collaboration with FEG’s highly regarded experts - particularly from its Silicon Valley-based team at a centre of global innovation - strengthens the team’s ability to uncover quality growth opportunities in transformative sectors like technology, healthcare, and beyond. The name Franklin Global Trust, introduced in April 2025, reflects that exciting development.
Franklin Global Trust offers shareholders many features and benefits including a global growth focus, a high-quality, high conviction portfolio with the freedom to invest in the world’s best companies. When combined with its first rate ESG credentials and the investment management expertise – it clearly stands out from the crowd.
* © July 2023 Morningstar. All Rights Reserved. Peer group is Global Equity Large Cap. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Franklin Global Trust is suitable for tax-efficient wrappers like Individual Savings Accounts (ISAs) and Self-Invested Personal Pensions (SIPPs). To find out more about three easy ways to invest visit our How to Invest section.
Important Legal Information
This information is issued and approved by Franklin Templeton Investment Management Limited (FTIML). It does not constitute investment advice.
The information provided should not be considered a recommendation to purchase or sell any particular security.
It should not be assumed that any of the security transactions discussed here were or will prove to be profitable. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.
Past performance is not a guide to future returns. The return may increase or decrease as a result of fluctuations in the markets, in currency and/or in the portfolio.
Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.
The analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
Shares in investment trusts are traded on a stock market and the share price will fluctuate in accordance with supply and demand and may not reflect the value of underlying net asset value of the shares. The majority of charges will be deducted from the capital of the company. This will constrain capital growth of the company in order to maintain the income streams.
