Franklin Liberty Euro Green Bond UCITS ETF

Fund Description

The fund's objective is to provide exposure to the European green bond market whilst maximising total returns. The fund invests at least 70% of its Net Asset Value in bonds that are labelled as green, with the balance invested in climate-aligned bonds. Most of the bonds the fund invests in are denominated in European currencies.

REGISTERED COUNTRIES

 United Kingdom       Germany      Italy      Austria       Switzerland       Denmark       Finland       Sweden

MANAGEMENT

David Zahn, CFA®

  • London, United Kingdom
  • Years Of Experience: 25

Rod MacPhee, CFA®

  • London, United Kingdom
  • Years Of Experience: 12

What are the Key Risks?

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.

  • The fund invests mainly in green bonds whilst aiming to maintain capital preservation. Such securities have historically proven to present some stability over time and have benefitted from limited exposure to interest rates and movements in the bond market. As a result the performance of the fund can fluctuate moderately over time.
  • Other significant risks include: counterparty risk, credit risk, derivatives risk and secondary market trading risk.