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Simrita Virk
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June 23, 2023: Franklin Templeton Australia has been awarded ‘Fund Manager of the Year’ by Money Management with research partner Lonsec in recognition of its outstanding investment management expertise and capabilities.
The 35th annual ‘Fund Manager of the Year’ industry awards are regarded as a flagship event for the investment industry that honour fund managers who have demonstrated consistently strong performance for investors and whom the judging panel, powered by research firm Lonsec, believe have the potential to continue to outperform in the future.
Franklin Templeton’s specialist investment managers were also shortlisted in four fund award categories: Global Fixed Income, Australian Fixed Income, Australian Property Securities with Clearbridge winning Infrastructure Fund of the Year.
Felicity Walsh, Managing Director and Head of Australia and New Zealand at Franklin Templeton congratulated all the winners for demonstrating exceptional leadership in today’s investment landscape.
“Franklin Templeton has been partnering with clients in Australia for over 35 years and we are proud of our long history. We are thrilled to receive this recognition from industry peers as we continue to work collaboratively with clients across market segments to build strategies that meet their objectives.
“Our firm’s specialist managers are today renowned in the Australian market for their best of breed approach to stewarding client’s capital to manage risk and enhance outcomes that positions Franklin Templeton as an industry leader.
“Franklin Templeton’s operating model and over 1,300 research and investment professionals offer our clients the benefits of both global strength and local specialisation from leading investment managers with expertise across asset classes, geographies, and investment vehicles.
“Franklin Templeton Australia will continue to build and strengthen our partnerships with our Australian clients, and position ourselves for emerging investment opportunities in the years ahead,” Ms Walsh said.
For all media queries, please contact:
Simrita Virk, Capital Outcomes
E: [email protected]
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 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 offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 75 years of investment experience and approximately AUD$2 trillion in assets under management as of April 30, 2023.
For more information, please visit https://www.franklintempleton.com.au/
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Disclaimers
Lonsec Research Pty Ltd (ABN 11 151 658 561 AFSL 421445) (Lonsec) are acting as a research partner for the Fund Manager of the Year Awards (Awards) issued by Momentum Media Group Pty Ltd on 22 June 2023. The Awards are determined using Lonsec proprietary methodologies, are solely statements of opinion, subjective in nature and must not be used as the sole basis for investment decisions. The Awards do not represent recommendations to purchase, hold or sell any products or make any other investment decisions. Investors must seek independent financial advice before making any investment decision and must consider the appropriateness of the information, having regard to their objectives, financial situation, and needs. Past performance is not an indication of future performance. Awards are current for 12 months from the date awarded and are subject to change at any time. Lonsec does not represent these Awards to be guarantees nor should they be viewed as an assessment of a fund or the funds’ underlying securities’ creditworthiness. Lonsec receives a fee from the financial product issuer(s) for researching the financial product(s), using objective criteria. Lonsec rating(s) outcome is not linked to the fee or the Award. Lonsec and its associates do not receive any other compensation or material benefits from product issuers or third parties in connection with the Award. Lonsec makes no representation, warranty or undertaking in relation to the accuracy or completeness of the Awards. Lonsec assumes no obligation to update the Awards after publication. The Award is for the exclusive use of the client for whom it is presented and should not be used or relied upon by any other person unless with express permission from Lonsec. Except for any liability which cannot be excluded, Lonsec, its directors, officers, employees and agents disclaim all liability for any error or inaccuracy in, misstatement or omission from, this document and any Award or any loss or damage suffered by the reader or any other person as a consequence of relying upon it. © Lonsec 2023. All rights reserved.
This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess
whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision.
Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776.
Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827).