Franklin ESG-Focused Balanced Fund
LU2319533704, LU2319533530, LU2319533613, LU2319533969, LU2319534009, LU2319534181, LU2319533886, LU2319533456
| Issuer | Franklin Templeton International Services S.à r.l. |
|---|---|
| Fund provider | Franklin Templeton International Services S.à r.l. |
| Fund type/Asset class | Mixed fund |
| Legal form | SICAV |
| Fund issue date | 15/07/2021 |
| Last Update | 22.05.2024 |
| Benchmark | - |
| Tranche | - |
Risk Indicator (PRIIP)
4 of 7
Licensed in
D,
A,
CH,
LU
Classification by SFDR
Article 8
EU Taxonomy
-
% of Sustainable Investments according to SFDR
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Principal Adverse Impacts
Greenhouse Gas Emissions
Water
Waste
Biodiversity
Energy Efficiency and Fossil Fuels
Social and Employee Matters
Sustainable Development Goals
No explicit details regarding the Sustainable Development Goals
Normal allocation
| Equities | 40 % to 60 % |
|---|---|
| Bonds | 40 % to 60 % |
| Money market/Bank deposits | 0 % to 10 % |
| Commodities | Excluded |
| Direct investments | 0 % to 100 % |
| Derivatives | 0 % to 50 % |
| Other | - |
Sustainability approach
| Principal Adverse Impacts |
Greenhouse Gas Emissions
Energy Efficiency and Fossil Fuels
Social and Employee Matters
|
|---|---|
| Further remarks on the consideration of SDGs | - |
| Rationale behind classification according to SFDR | Article 8 The Fund promotes environmental and social characteristics in accordance with Article 8 of the SFDR. In its implementation of the Fund’s environmental, social and governance (“ESG”) strategy, the Investment Manager favours issuers with high-quality ESG profiles, as captured by its proprietary ESG methodology. In addition, the Fund applies specific ESG exclusions. The Fund’s environmental or social characteristics are assessed both quantitatively and qualitatively, by means of sustainability indicators as well as of the Investment Manager’s proprietary ESG ratings system and its research and engagement process. As part of its investment decision making process, the Fund’s ESG strategy also uses binding criteria for the selection of underlying assets. Finally, the Fund has a minimum allocation of 10% of its portfolio to sustainable investments. It ensures that its sustainable investments do not cause significant harm to any environmental or social sustainable investment objective. |
| Engagement | Yes, organized internally Link to engagement policy |
| Voting | Yes, organized externally Link to voting policy |
| Best-in/of-Class | Best-In-Class The fund reflects our view that environmental, social, and governance factors have become increasingly important to corporations worldwide as they seek to balance organizational goals with the expectations of their stakeholders in an increasingly complex operating environment. As such, we seek to invest primarily in securities which demonstrate abilities to manage environmental risks, stakeholder relationships, and which have strong governance practices. |
| ESG-Integration | Yes Our approach blends ESG factors along with traditional financial measurements to provide a comprehensive view of an investment, analyzing how ESG risks and opportunities may affect the returns investments will earn over our investment horizon. This helps us to identify those investments that have the potential to deliver sustainable returns, or to reduce risk, over the long-term. |
| Norm-based screening |
UN Global Compact
|
| Themes |
-
|
| Impact Investing |
-
|
| Further information on the sustainability approach | In addition to the above, the fund will not invest in produces or nuclear or controversial weapons (0% of revenue), products of conventional weapons or armament (5%) operators of nuclear power plants or producers of essential components of power plants (5%) coal and uranium mining companies (5%), tobacco (5%), companies which base their power production on coal energy (5%), unconventional oil and gas (5%) and violators of the Global Compact Principles. |
Research and Transparency
| In-house sustainability analysis | Yes, 19 sustainability-focused financial professionals, 90 financial professionals, who integrate sustainability |
|---|---|
| Research partners | No |
| Percentage of portfolio with sustainability analysis | 100 % |
| Strategically important suppliers included | No |
| Sustainability advisory committee | No |
| Analysis of portfolio CO2 | No |
| Sustainability reporting | No |
| At least monthly portfolio publication | Yes |
| Certification/Label awarded by independent auditors |
FNG Label ★★
|
Environmental
Exclusion of sectors / areas of business – companies
| Fossil fuels (Coal, Oil and Gas) | No |
|---|---|
| Nuclear power (operation and components) | Yes 5 % Turnover threshold |
| Green genetic engineering | No |
| Chlorine and agrochemicals (biocides) | No |
| Other | Thermal Coal, Unconventional Oil & Gas |
Exclusion of business practices – companies
| Environmentally damaging behaviour | No |
|---|---|
| Damage to biodiversity | No |
| Other | Environmentally damaging behaviour - no exclusion but part of the analyses |
Exclusion criteria – countries
| Non-ratification of the Paris Climate Agreement | Yes |
|---|---|
| Non-ratification of the Protocol on Biosafety | No |
| Non-ratification of the UN Biodiversity Convention | Yes |
| Nuclear power by proportion of gross energy production | No |
| Other | - |
Social
Exclusion of sectors / areas of business – companies
| Weapons/Armaments | Yes 5 % Turnover threshold |
|---|---|
| Cluster bombs and anti-personnel mines | Yes |
| Weapons of mass destruction (ABC/CBRN) | Yes |
| Tobacco products | Yes 5 % Turnover threshold |
| Pornography | No |
| Spirits/Alcohol | No |
| Gambling | No |
| Other | - |
Exclusion of business practices – companies
| Labour rights (ILO core labour standards) | No |
|---|---|
| Exploitative child labour | No |
| Violation of human rights | No |
| Animal testing | No |
| Other | UN Global Compact aligned with Labour rights, Human rights, Child labour. |
Exclusion criteria – countries
| Labour rights | No |
|---|---|
| Violation of human rights | No |
| Military spending as a percentage of GDP | No |
| Death penalty, torture | No |
| Countries classified by Freedom House as not free | Yes |
| Violations of the Nuclear Non-Proliferation Treaty | Yes |
| Violations of other non-proliferation treaties | Yes |
| Other | UN Global Compact aligned with Labour rights, Human rights, Child labour. |
Governance
Exclusion of business practices – companies
| Corruption and bribery | No |
|---|---|
| Tax: planned avoidance & detected violations | No |
| Other | Corruption and bribery - no exclusion but part of the analyses |
Exclusion criteria – countries
| Corruption | Yes |
|---|---|
| Other | - |
More on data availability
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EU Taxonomy
It is possible that reported KPIs for taxonomy eligibility and alignment (being limited to corporate issuers / including only selected economic activities) are low or that KPIs cannot be reported due to limited data availability. Data may be available with a time lag. Data comparability may be limited due to differences in the scope of the economic activities considered. As soon as data is available in sufficient quantity and quality, it will be published in accordance with regulatory requirements.
Quelle: Unternehmensangaben. | Für die Angaben der Unternehmen kann keine Haftung übernommen werden. Die Angaben dienen nur zur Information und stellen keine Beratung oder Empfehlung dar. Bitte beachten Sie den Haftungsausschluss unter www.forum-ng.org/disclaimer. Das FNG-Nachhaltigkeitsprofil bietet nur einen ersten Überblick und ist kein Ersatz für eine eigenständige Analyse. Weiterführende Erläuterungen finden Sie unter www.forum-ng.org
FNG-Sustainability profiles disclaimer
- Bei den vorstehenden Angaben im Rahmen der FNG-Nachhaltigkeitsprofile handelt es sich lediglich um Zusammenstellungen, Übersichten oder Sortierhilfen, die vom Forum Nachhaltige Geldanlagen e.V. wertungsfrei bereitgestellt werden.
- Es wird ausdrücklich darauf hingewiesen, dass das Forum Nachhaltige Geldanlagen e.V. weder die Richtigkeit und Vollständigkeit noch die Plausibilität der in den FNG-Nachhaltigkeitsprofilen enthaltenen Angaben überprüft hat. Diese Angaben beruhen ausschließlich auf den von den jeweiligen Anbietern bereitgestellten Daten, auf die das Forum Nachhaltige Geldanlagen e.V. keinen Einfluss hat.
- Die Aktualität der eingegebenen Daten richtet sich nach dem im FNG-Nachhaltigkeitsprofil des jeweiligen Produkts angegebenen Aktualisierungsdatum, wiedergegeben ist also der Stand zu diesem Datum. Im Zweifel sind die bei der jeweiligen KVG hinterlegten Daten als aktuell zu betrachten. Das Forum Nachhaltige Geldanlagen e.V. hat darauf jedoch keinen Einfluss und kann daher keine Gewähr für eine jederzeitige Aktualität übernehmen, da die FNG-Nachhaltigkeits-Inhalte von den Anbietern selbst zu befüllen und ggf. zu aktualisieren sind.
- Die in den FNG-Nachhaltigkeitsprofilen bereitgestellten Informationen stellen keine Anlageempfehlungen dar. Sie dienen lediglich Informationszwecken zu bestimmten Nachhaltigkeitsaspekten und können weder eine fachgerechte Anlageberatung noch eine qualifizierte Produktaufklärung ersetzen. Es wird daher empfohlen, vor Kauf oder Verkauf der in den FNG-Nachhaltigkeitsprofilen aufgeführten Anlageprodukte die Dienste eines professionellen Anlageberater in Anspruch zu nehmen und die vollständigen Verkaufsunterlagen (insbesondere Verkaufsprospekt) des jeweiligen Anlageprodukts aufmerksam durchzulesen. Insoweit wird ergänzend darauf hingewiesen, dass Anlageprodukte generell mit Verlustrisiken bis hin zu einem Totalverlust behaftet und auch in der Vergangenheit erzielte Gewinne kein zuverlässiger Indikator für zukünftige Ergebnisse sind.