The Board of Franklin Global Trust has announced a potential restructure of the Company. Read the announcement for full details.
Environmental, Social, and Governance (ESG) factors can influence a company’s long-term success – from the environmental footprint of the industry to the way it treats its employees and communities.
Franklin Global Trust doesn’t have an ESG objective or target specific ESG outcomes but the assessment of sustainability and stewardship factors is a key part of our investment process. Explore the Trust’s impressive credentials below:
We measure and score over 50 individual ESG criteria for every company researched. This consistent and systematic analysis spans multiple sectors and countries, offering insights into each company's ESG credentials. And our assessments continuously evolve to address emerging issues and support our market-leading approach.
The Morningstar Sustainability Rating evaluates and scores portfolios based on the sustainability of their underlying holdings. The Trust ranks in the top 1% of the Global Equity Large Cap sector, Morningstar’s peer group of 8,301 similar products, placing it among the highest-rated global equity products.
The Trust holds Morningstar’s top rating of 5 globes, in recognition of how the Trust manages its ESG risks and opportunities when compared to similar portfolios.
The portfolio has also achieved a Low Carbon Designation. This rating was designed by Morningstar to help investors identify low-carbon portfolios within the global universe. It measures the portfolio’s exposure to carbon and fossil fuels.
The team integrates 20 additional measures to assess risks such as labour rights, human rights, and workplace safety, including factors like accidents, fatalities, and exploitation. As a results, the portfolio is highly rated by Morningstar in their Social factors category.
Past performance is no guarantee of future results.
For the purposes of the UK Sustainability Disclosure Requirements, a sustainable investment label helps investors find products that have a specific sustainability objective. This Company does not have a UK sustainable investment label because it does not have a specific sustainability objective.
All Morningstar data © September 2024 Morningstar. All Rights Reserved. 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.
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Important Legal Information
This marketing material is intended to be of general interest only and does not constitute legal or tax advice nor is it an offer for shares or invitation to apply for shares of Franklin Global Trust. Nothing in this document should be construed as investment advice. Opinions expressed are the author’s at publication date and they are subject to change without prior notice. Subscriptions to shares in Franklin Global Trust can only be made on the basis of the Investor Disclosure and Key Information Documents, accompanied by the latest available audited annual report and the latest semi-annual report if published thereafter.
Shares in investment trusts are traded on a stockmarket, the share price of which will fluctuate in accordance with supply and demand and may not reflect the value of underlying net asset value of the shares. Depending on market conditions and market sentiment, the spread between purchase and sale price can be wide. As with all stock exchange investments the value of investment trust share purchases will immediately fall by the difference between the buying and selling prices, the bid-offer spread. The value of investments and the income from them may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested.
There is no guarantee Franklin Global Trust will meet its objective. The value of shares in Franklin Global Trust and income received from it can go down as well as up, and investors may not get back the full amount invested. Past performance is not an indicator or a guarantee of future performance. References to industries, sectors or companies are for general information and are not necessarily indicative of GPT’s holding at any one time.
For details of all the risks applicable to Franklin Global Trust, please refer to the Key Information Document, Investor Disclosure Document and the risk section in the Annual Report. These documents can be found on our website: www.martincurrieglobal.com or can be obtained, free of charge from the address below. US Persons are not eligible to invest in Franklin Global Trust. Shares of Franklin Global Trust are available for sale on the London stock exchange.
Investment trusts may borrow money in order to make further investments. This is known as 'gearing' and can enhance shareholder returns in rising markets but, conversely, can reduce them in falling markets. 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.
Any research and analysis contained in this document has been procured by Martin Currie/Franklin Templeton for its own purposes and is provided to you only incidentally. References to indices are made for comparative purposes only and are provided to represent the investment environment existing during the time periods shown. Indices are unmanaged, and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges. Important data provider notices and terms are available at www.franklintempletondataresources.com. All index data is provided “as is.”
