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Franklin Templeton launches smart beta ETFs to UK market

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Franklin Templeton Investments has announced it is launching its first suite of smart beta ETFs to the UK market with four equity products.

The funds seek to deliver higher risk-adjusted returns and lower volatility than their investment universes. They are the Franklin LibertyQ US Equity, Franklin LibertyQ Global Equity SRI, Franklin LibertyQ Global Dividend, Franklin LibertyQ European Dividend Ucits ETFs.

Fees for the London Stock Exchange-listed products range between 0.25 per cent at 0.45 per cent.

Head of global ETFs Patrick O’Connor says the expansion to UK investors follows successful launches in the US and Canada.

“Our first European offerings aim to help investors achieve specific investment outcomes such as strong risk-adjusted returns, lower volatility and downside protection.”

The portfolio management team will consist of US-based Dina Ting, vice president and senior portfolio manager of the Global ETFs group and London-based Lorenzo Crosato, who joined Franklin Templeton last month. Both had previously been at Blackrock.  

The smart beta range will be based on the custom Franklin LibertyQ indices, which are custom weighted using four factors – quality, value, momentum and volatility.

Fund name Investment focus Fees
Franklin LibertyQ US Equity UCITS ETF Invests in large and mid-cap stocks in the US. 0.25%
Franklin LibertyQ Global Equity SRI UCITS ETF Invests in stocks globally that are considered to be environmentally and socially responsible. 0.40%
Franklin LibertyQ Global Dividend UCITS ETF Invests in high quality stocks globally using a dividend persistence and yield screen followed by a quality screen. 0.45%
Franklin LibertyQ European Dividend UCITS ETF Invests in high quality stocks in developed countries in Europe using a dividend persistence and yield screen followed by a quality screen. 0.25%

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