Various changes to Franklin Templeton Investment Funds
Franklin Templeton Investment Funds ("Franklin Templeton") has advised of various changes to the investment policies of its sub-funds. These changes will take effect from 24 June 2022 (the “Effective Date”).
AVAILABLE IN OUR OPEN-ARCHITECTURE PRODUCTS
The funds feature in our open-architecture products and will be subject to changes detailed in the Franklin Templeton notification document opposite.
AVAILABLE IN OUR DEFINED FUND RANGE PRODUCTS
The funds can be found in our defined fund range products Oracle, Paragon, Quantum, RSP (including Malaysia variants), LifePlan, Protected Lifestyle, and Protected Lifestyle Lebanon. A summary of the changes are detailed in the table below.
| Fund Name | Affected Product Fund Range | Summary of Changes |
|---|---|---|
| *Templeton Asian Bond A Acc EUR - LU0229951891 *due to be removed from fund range in July 2022 | Oracle, Paragon, Quantum, Regular Savings Plan, LifePlan | -ESG - reclassification from Article 6 to Article 8 of the Sustainable Finance Disclosure Regulation in order to better reflect the Environmental, Social and Governance methodology applied to the funds
-Update to Investor Profile
-Update to include Sustainability risk |
| *Templeton Asian Bond A Acc USD - LU0229949994 *due to be removed from fund range in July 2022 | Oracle, Paragon, Quantum, Regular Savings Plan, LifePlan, Protected Lifestyle | -ESG - reclassification from Article 6 to Article 8 of the Sustainable Finance Disclosure Regulation in order to better reflect the Environmental, Social and Governance methodology applied to the funds
-Update to Investor Profile
-Update to include Sustainability risk |
| Franklin US Opportunities A Acc EUR - LU0260869739 | Oracle, Paragon, Quantum (inc. Malaysia variants), Regular Savings Plan (inc. Malaysia variants), Lifeplan, Protected Lifestyle, Protected Lifestyle Lebanon | -ESG - reclassification from Article 6 to Article 8 of the Sustainable Finance Disclosure Regulation in order to better reflect the Environmental, Social and Governance methodology applied to the funds -Update to Investor Profile
-Update to include Sustainability risk |
| Franklin US Opportunities A Acc USD - LU0109391861 | Oracle, Paragon, Quantum (inc. Malaysia variants), Regular Savings Plan (inc. Malaysia variants), Lifeplan, Protected Lifestyle | -ESG - reclassification from Article 6 to Article 8 of the Sustainable Finance Disclosure Regulation in order to better reflect the Environmental, Social and Governance methodology applied to the funds
-Update to Investor Profile
-Update to include Sustainability risk
-Update to investment policy to enable investment in securities issued by private companies, PIPEs & SPACs |
| Franklin US Opportunities A H1 Acc CHF - LU0536403206 | Oracle, Paragon, Quantum (inc. Malaysia variants), Regular Savings Plan (inc. Malaysia variants), Lifeplan | -ESG - reclassification from Article 6 to Article 8 of the Sustainable Finance Disclosure Regulation in order to better reflect the Environmental, Social and Governance methodology applied to the funds
-Update to Investor Profile
-Update to include Sustainability risk
-Update to investment policy to enable investment in securities issued by private companies, PIPEs & SPACs |
| Franklin US Opportunities A H1 Acc EUR - LU0316494391 | Oracle, Paragon, Quantum (inc. Malaysia variants), Regular Savings Plan (inc. Malaysia variants), Lifeplan, Protected Lifestyle | -ESG - reclassification from Article 6 to Article 8 of the Sustainable Finance Disclosure Regulation in order to better reflect the Environmental, Social and Governance methodology applied to the funds
-Update to Investor Profile
-Update to include Sustainability risk
-Update to investment policy to enable investment in securities issued by private companies, PIPEs & SPACs |
A full breakdown of the changes can be found in the Notification from Franklin Templeton Investment Funds opposite.
Franklin Templeton believes there will be no material impact on the way the underlying funds are managed, their portfolio composition, risk profile or synthetic risk reward indicator, nor on the fees charged, as a result of these changes.
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For more information about Franklin Templeton Funds visit www.franklintempleton.lu