The Fund invests in large and mid-capitalisation stocks in developed and emerging market countries globally that are considered to be environmentally and socially responsible. It seeks to track the performance of the LibertyQ Global Equity SRI Index (the “Underlying Index”) as closely as possible. The Fund aims to replicate the Underlying Index by holding all of its securities in a similar proportion to their weighting in the Underlying Index. The holdings of the Underlying Index are selected from the MSCI AC World SRI Index (the “Investment Universe”), using a transparent multi-factor selection process that applies four investment style factors (quality, value, momentum and low volatility).
Access to High Quality SRI Stocks Globally
The fund provides exposure to global stocks which are screened for socially responsible investing (SRI) compliance.
30+ Years History in Managing SRI Assets
With over 30 years of history in managing SRI assets, our methodology provides targeted exposure to strategically weighted factors with an emphasis on quality.
In Pursuit of Better Investment Outcomes
Our deliberate multi-factor approach to index construction, emphasizing both factor definitions and weights, is designed to help investors seek strong risk-adjusted returns over the long-term.
United Kingdom
Germany
Italy
Austria
Switzerland
Denmark
Finland
Sweden
The value of shares in the Fund and income received from it can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency fluctuations. Currency fluctuations may affect the value of overseas investments. There is no guarantee that the Fund will meet its objective. For full details of all the risks applicable to this Fund, please refer to the “Risk Considerations” section of the current prospectus of Franklin LibertyShares ICAV.