Franklin Templeton Australia recognised for award-winning global equities SMA


Matthew Harrison

Franklin Templeton Australia has been named, for the second year in a row, the winner of the International Equities category at the 2021 IMAP Managed Account Awards.

The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses actively involved in offering or supporting Managed Accounts.

This annual award recognises the strong performance of the Franklin Concentrated Global Equity Ex-Australia Model Portfolio, a Separately Managed Account (SMA), with a long-only high conviction portfolio of global companies.

The Franklin Concentrated Global Equity ex-Australia Portfolio employs a disciplined, bottom-up, investment philosophy that seeks to deliver alpha over a full market cycle.

Franklin Templeton Australia Managing Director, Matthew Harrison said: “We are very proud to receive this prestigious award, for the second year in a row, that recognises our Franklin Global Growth team’s strong research-driven process and track record of investment excellence.

“This team has consistently demonstrated a high level of commitment to their investment methodology, implementing a bottom-up approach—which focuses on high-quality, sustainable growth companies—across a variety of market environments since 2004.

“We believe that investing in global equities offers investors the opportunity to access a broader investment universe, as well as enhanced diversification. This investment approach, which focuses on high-quality sustainable growth companies and a framework for diversification in the portfolio construction process, has enabled us to deliver strong risk-adjusted returns for our clients over the longer term.

“Putting clients first is our core value of Franklin Templeton and our award-winning managed accounts are part of a growing number of investment solutions we offer advisers. We look forward to continuing to provide access to our leading investment management solutions through the growing managed accounts sector,” said Mr Harrison.

Australian based portfolio manager Francyne Mu added: “Our rigorous investment approach results in a concentrated, best ideas portfolio of approximately 20 stocks. We look across all industries and countries for companies with sustainable business models that meet our growth, quality, and valuation criteria.

“We take a long-term perspective, researching stocks that we believe we can hold for three- to five-year periods as a company executes its growth model.

“The portfolio includes businesses that have solid growth prospects, strong management teams, and a sustainable competitive advantage, ranging from well-known to less discovered companies, adhering to the investment team’s strict quality and valuation metrics. Our preference for focused business models, in conjunction with a long-term investment horizon, allows for a differentiated approach, leading to good diversification across the portfolio,” she added.

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