NAV
$1.9077
NAV Change
$-0.0064
Entry Price
$1.9096
Exit Price
$1.9058
Overall Morningstar Rating
Rating Category: Equity World Large Blend
Morningstar Style Box
Historical Morningstar Ratings
| Years | 3 |
| Morningstar Overall Rating™ | |
| Number of Funds In Category | 242 |
| Years | 5 |
| Morningstar Overall Rating™ | |
| Number of Funds In Category | 200 |
| Years | 10 |
| Morningstar Overall Rating™ | |
| Number of Funds In Category |
Overview
- Fund Information
- Why Consider This Fund?
- Fund Availability
Fund Information
Investment Objective
The Fund aims to earn an after-fee return in excess of the MSCI World Selection Index (“Performance Benchmark”), in Australian dollars over rolling three-year periods.
See our fund rating disclaimers
Research reports are available for financial advisers/AFSL holders only. Please contact [email protected] for a copy.
Why Consider This Fund?
- The Fund invests in a diversified portfolio of ethically screened and globally listed companies.
- A professionally managed active portfolio, that blends fundamentally driven investment insights and advanced quantitative techniques.
- An investment approach that seeks attractively valued companies that also embody good and improving Environmental, Social and Governance (ESG) practices with the aim of delivering better long-term returns.
- The Fund utilises an ethical screen which actively screens out companies that do not meet the Funds ethical investment criteria (See PDS).
The value of investments may go up and down, investment returns are not guaranteed, and investors may lose some of their money. The appropriate level of risk for each person is dependent on a range of factors including age, investment time frame and an investor's risk tolerance. For further information relating to the risks of the Fund, refer to the relevant Product Disclosure Statement.
This product is likely to be appropriate for a consumer seeking capital growth, to be used as a minor or core allocation within a portfolio where the consumer has at least 5 years investment timeframe, high risk profile and needs access to capital within 10 Business Days.
Fund Availability
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Fund Managers
Performance
- Annualised Performance
- Cumulative Performance
- Calendar Year Performance
Annualised Performance
Cumulative Performance
Calendar Year Performance
Portfolio
Portfolio Allocations
- Geography
- Sector
- Currency
Geography
Sector
Currency
Portfolio Holdings
Distribution
Pricing
Documents
Product Literature
Product Commentary - Franklin Global Responsible Investment Fund
Regulatory Documents
Product Disclosure Statement - Franklin Global Responsible Investment Fund - Class M
Annual Report - Franklin Templeton Australia Funds
Statement Of Additional Information - Managed Investment Schemes Additional Information Booklet
TMD - Franklin Global Responsible Investment Fund
Important Legal Information
Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. All investments involve risks, including possible loss of principal.
Information on this website is intended to be of general information only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the products or services described as to the individual circumstances, objectives, financial situation, or needs of any investor. You should conduct your own investigation or consult a financial adviser before making any decision to invest. Please read the relevant Product Disclosure Statements (PDSs), and any associated reference documents before making an investment decision. Neither Franklin Templeton Australia, nor any other company within the Franklin Templeton group guarantees the performance of any Fund, nor do they provide any guarantee in respect of the repayment of your capital. In accordance with the Design and Distribution Obligations, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via the Literature Page or by calling 1800 673 776.