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IMPORTANT INFORMATION
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- The prices of shares and units and income there from can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investment. Emerging Markets can be more risky than developed markets. Investors should be aware of the special risks associated with aggressively seeking capital appreciation, including investment in securities of a more speculative nature with greater emphasis on short-term trading profits, and concentration of stocks in specific sectors, as with investments in the technology and biotechnology sectors. This investment strategy can lead to greater volatility than an investment in products or funds invested in a greater spread of stocks across a wider variety of sectors. Current tax levels and reliefs may vary and will depend on your personal circumstances.
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What are Smart Beta ETFs?
Smart beta ETFs are one of the fastest growing investment options available to investors. While the concept may seem complicated, watch this video for a simple explanation of how they work and what they are designed to achieve.
Smart beta refers to a methodology of index construction that seeks to achieve better risk-adjusted returns compared to traditional market capitalization weighted benchmark indexes. There is no guarantee that any strategy will achieve its objective. Franklin LibertyQ ETFs are not riskless investments, and investors can lose money. For additional risk disclosures, please see the prospectus.
Smart Beta
...is an index that has been designed to achieve a specific outcome.
…is an evolved way of creating an index, using rules to target companies that demonstrate specific “factors”, or drivers of performance, in order to achieve a specific objective.
…targets a variety of factors, combines them in a strategic way, which may lead to stronger returns with less risk over time.
Understanding the LibertyQ Factor Methodology
Chandra Seethamraju, Ph.D., Vice President, Director of Systematic Modeling, Franklin Templeton Solutions, discusses the methodology behind Franklin’s multi-factor smart beta ETFs, including the rationale behind LibertyQ’s custom factor definitions and their factor weightings.
Smart beta refers to a methodology of index construction that seeks to achieve better risk-adjusted returns compared to traditional market capitalization-weighted benchmark indexes. There is no guarantee that any strategy will achieve its objective. Franklin LibertyQ ETFs are not riskless investments, and investors can lose money. For additional risk disclosures, please see the prospectus.
LibertyQ’s custom factor definitions
While many smart beta strategies utilize the same four factors, many employ standard, widely accepted approaches to measuring these factor exposures. We sought to develop custom factor measures which we believe could provide a more comprehensive evaluation of a stock’s exposure to each factor.
What are LibertyQ's custom factor weightings?
Our LibertyQ multi-factor weighting is 50% quality, 30% value, 10% momentum and 10% low volatility. Based on our research, we emphasize the quality and value factors because both factors philosophically represent the way Franklin Templeton approaches active stock picking.
How is LibertyQ different from other smart beta ETFs?
LibertyQ's methodology is differentiated by how we define factors and how we combine or weight factors.
What factors do LibertyQ smart beta ETFs utilize?
Our research led us to utilize four well-known factors in our smart beta ETFs: quality, value, momentum, and low volatility.
What are the LibertyQ smart beta ETFs designed to achieve?
The results of our smart beta research have lead us to believe that our robust factor definitions and custom factor weightings may help improve risk adjusted returns over the long-term.
Smart Beta ETFs
Equity
Franklin LibertyQ AC Asia ex Japan UCITS ETF Franklin LibertyQ Emerging Markets UCITS ETF Franklin LibertyQ European Equity UCITS ETF Franklin LibertyQ Global Equity SRI UCITS ETF Franklin LibertyQ U.S. Equity UCITS ETFIncome Focused Equity
Franklin LibertyQ Global Dividend UCITS ETFFranklin LibertyQ European Dividend UCITS ETFImportant Legal Information
This 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 any of the Franklin LibertyShares ETF ranges. Nothing in this material should be construed as investment advice.
Past performance is not an indicator, nor a guarantee of future performance. The value of investments and any income received from them can go down as well as up, and investors may not get back the full amount invested. An investment in Franklin LibertyShares ETFs entails risks which are described in the prospectus and the relevant Key Investment Information Document. Currency fluctuations may affect the value of overseas investments. When investing in a fund denominated in a foreign currency, performance may also be affected by currency fluctuations. Where a fund invests in a specific sector or geographical area, the returns may be more volatile than a more diversified fund. There is no guarantee that the Fund will achieve its objective.
Franklin LibertyShares ETFs (domiciled outside of the U.S. or Canada) may not be directly or indirectly offered or sold to residents of the United States of America or Canada. ETFs trade like stocks, fluctuate in market value and may trade at prices above or below their net asset value. Brokerage commissions and ETF expenses will reduce returns.
Issued by Franklin Templeton International Services S.à r.l. FTIS is authorised and regulated in the Luxembourg by the Commission de Surveillance du Secteur Financier and is authorized to conduct certain financial services in the European Economic Area including Denmark, Sweden and Finland. The ETF is only registered in Denmark, Sweden and Finland. Swedish, Finnish and Danish investors should contact Franklin Templeton International Services S. à r.l., Swedish Branch, filial: Blasieholmsgatan 5, SE-111 48 Stockholm, Sweden. Phone: +46 (0) 8 545 01230 , Fax: +46 (0) 8 545 01239 , E-mail: nordicinfo@franklintempleton.com. Franklin Templeton International Services S.à r.l. Swedish Branch, filial is authorized to conduct certain financial activities in Sweden under supervision of the Finansinspektionen. If you are in doubt about any of the information on this Website, please consult your professional adviser.
Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.
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