Franklin Templeton Global Equity Strategy added to Netwealth


Matt Heine

Industry-leading investment and superannuation platform provider Netwealth (ASX: NWL) has added the Franklin Concentrated Global Equity Ex-Australia portfolio, a Separately Managed Account (SMA), to its Managed Account Service.

Under the arrangement, Franklin Templeton will select a concentrated portfolio of typically around 20 international stocks, and investors can own the underlying stocks in the strategy by investing via the managed account. The Franklin Templeton global equities managed account portfolio is a long-only, high conviction portfolio with the ability to invest in companies across the market capitalisation spectrum and employs fundamental bottom-up stock analysis to identify and select quality growth companies.

Matthew Harrison, Managing Director, Franklin Templeton Investments Australia, said, “Australian investors have a growing desire to invest internationally, and demand for high performing, global and mid-cap equity strategies continues to grow. We are excited to have the Franklin Global Equity managed account portfolio added to Netwealth, offering investors the opportunity to tap into some of the world’s most forward-thinking companies.”

“The portfolio includes businesses that have solid growth prospects, strong management teams, and a sustainable competitive advantage. It includes well-known companies such as VISA and Salesforce, but also mid-sized companies believed to offer not only solid growth prospects and well-established competitive advantages, but also meet the investment team’s strict quality and valuation metrics.”

Netwealth Managing Director Matt Heine said: The strategy allows Australian investors to invest in global companies selected by experienced international fund manager Franklin Templeton, with the ability to directly own and include these companies in their portfolio. Franklin Templeton has a strong track record of managing international investments, and we are excited to collaborate in providing a new and compelling offering to Australian investors.”

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