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Franklin Templeton registers LibertyShares UCITS ETFs in France


Franklin Templeton has registered all 16 UCITS ETFs from its Franklin LibertyShares range for investors in France. 

The firm writes that these 16 UCITS ETFs span across a full spectrum of actively managed fixed income ETFs, passive and smart beta products, offering competitive fees and including unique features such as exposure to green bonds and ESG (Franklin Liberty Euro Green Bond UCITS ETF) and fixed income (Franklin Liberty USD Investment Grade Corporate Bond UCITS ETF and Franklin Liberty Euro Short Maturity UCITS ETF) as well as being fully aligned with the de-carbonisation goals of the Paris Climate Agreement (Franklin S&P 500 Paris Aligned Climate UCITS ETF and Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF). 

Emerging Markets access is also provided (Franklin FTSE Brazil UCITS ETF, Franklin FTSE China UCITS ETF, Franklin FTSE Korea UCITS ETF, Franklin FTSE India UCITS ETF) and via a smart beta suite (Franklin LibertyQ AC Asia ex Japan UCITS ETF, Franklin LibertyQ Emerging Markets UCITS ETF, Franklin LibertyQ European Dividend UCITS ETF, Franklin LibertyQ European Equity UCITS ETF, Franklin LibertyQ Global Dividend UCITS ETF, Franklin LibertyQ Global Equity SRI UCITS ETF, Franklin LibertyQ U.S. Equity UCITS ETF). 

Caroline Baron, Head of ETF Sales EMEA, Franklin Templeton, says: “Five years ago, we began executing upon a multi-year strategy to create a world class ETF business, building an experienced ETF team and leveraging the deep expertise and resources of Franklin Templeton. Following successful launches of our Franklin LibertyShares ETF platform in the US, Canada, Mexico, UK, Germany, Italy, Switzerland, Austria and the Nordics, we are delighted to register all of our 16 UCITS ETFs in France. We see this as a natural step in the expansion of our European ETF platform in a key market. 

“We are excited to offer our competitively-priced and comprehensive ETF range to French investors. These investors are experienced and knowledgeable about ETFs, especially on the institutional side in the smart beta category. Assets in the European ETF market have been growing at an average compound annual growth rate (CAGR) of 21 per cent and smart beta assets grew at a CAGR of 35 per cent, reflecting how much the ETF market is evolving. We continue to see considerable interest from our clients in passive and smart beta strategies that can be used as a component of a diversified portfolio to complement our traditional active fund management capabilities. Each of these strategies can offer unique benefits and play a specific role in a portfolio.”

The firm writes that building on Franklin Templeton’s strong and extensive emerging markets heritage, with over USD1005 billion managed across the firm in emerging markets assets, Franklin FTSE Brazil UCITS ETF, Franklin FTSE China UCITS ETF, Franklin FTSE Korea UCITS ETF and Franklin FTSE India UCITS ETF are market-cap weighted, emerging markets country UCITS ETFs, offering the lowest total expense ratios (TER) at 0.19 per cent and 0.09 per cent in Europe (TER is on average 74 per cent lower than other emerging markets country UCITS ETFs) for their respective categories. 

The firm writes that the Franklin Liberty Euro Green Bond UCITS ETF is Europe’s first actively-managed Euro Green bond ETF with TER of 0.30 per cent, which provides exposure to bonds supporting low-carbon projects as well as to the broader European green bond market whilst maximising total returns. This active ETF invests at least 75 per cent of its net assets in green-labelled bonds, with the remaining balance made up of climate-aligned bonds. 

And two fixed income focused funds, which invest primarily in US dollar denominated corporate debt securities issued by US and foreign companies and Euro-denominated short-term debt securities and investments, respectively are part of the offering: 

•     Franklin Liberty USD Investment Grade Corporate Bond UCITS ETF 
•     Franklin Liberty Euro Short Maturity UCITS ETF

The firm writes that their smart beta suite offers seven ETFs covering emerging markets, US, European, Asian and global equity strategies, two of which have a dividend focus. The Franklin LibertyQ UCITS Smart Beta ETF range consists of seven multi-factor equity funds, which have a specific focus on quality and value factors, but also encompass low volatility and momentum: 

•    Franklin LibertyQ AC Asia ex Japan UCITS ETF 
•    Franklin LibertyQ Emerging Markets UCITS ETF
•    Franklin LibertyQ European Dividend UCITS ETF
•    Franklin LibertyQ European Equity UCITS ETF
•    Franklin LibertyQ Global Dividend UCITS ETF
•    Franklin LibertyQ Global Equity SRI UCITS ETF 
•    Franklin LibertyQ U.S. Equity UCITS ETF

The product suite also offers European investors sustainable, low cost and core diversified European and US equity exposure, consistent with the transition to a low carbon economy, while ensuring portfolios are fully aligned with the de-carbonisation goals of the Paris Climate Agreement.

•    Franklin S&P 500 Paris Aligned Climate UCITS ETF
•    Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF

Bérengère Blaszczyk, Head of Distribution France-Benelux-Nordics at Franklin Templeton, says: “We are excited about the registration of the full Franklin LibertyQ UCITS ETF range. It will provide French investors with the flexibility to construct diversified portfolios across active, smart beta and passive strategies. We believe these strategies co-exist well, each fulfilling a different role within an overall diversified portfolio.

“While our focus continues to be on traditional active management, we recognise the growing demand for other investment solutions and vehicles, coming from various client types. This full suite of ETFs provides access to actively and passively managed solutions at an attractive cost for French investors.”

The firm writes that Franklin LibertyShares Franklin Templeton’s global ETF platform, enables investors to pursue their desired outcomes through a range of active, smart beta and passive ETFs. Supported by the strength and resources of one of the world’s largest asset managers, the global ETF platform has more than USD12.8 billion in assets under management globally as of 31 August 2021.


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