All Articles tagged with 'Felicity Walsh'

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ClearBridge Select Opportunities Fund earns ‘highly recommended’ rating from Zenith

From Franklin Templeton Australia

The ClearBridge Select Opportunities Fund – Class A has been awarded a highly recommended rating by Zenith Investment Partners, an upgrade from the recommended rating the fund has held over

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04 Aug 2026

Franklin Templeton expands active ETF suite with global systematic equity and income strategies

From Franklin Templeton Australia

Franklin Templeton has launched two new active ETFs on the ASX, bringing its local active ETF range to nine products and adding to a global trend that has seen inflows

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12 Jun 2026

Franklin Templeton completes Martin Currie integration with ClearBridge, further strengthening Australian market presence

From ClearBridge Investments

Franklin Templeton has completed the global integration of Martin Currie’s investment capabilities into ClearBridge Investments. This marks a significant milestone in Franklin Templeton’s business strategy in Australia, reinforcing its commitment

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03 Oct 2025

Franklin Lexington Private Equity Secondaries Fund receives ‘Recommended’ rating from Zenith

From Franklin Templeton Australia

Franklin Templeton Australia[1] is pleased to announce that the newly introduced Franklin Lexington Private Equity Secondaries Fund has been awarded a ‘Recommended’ rating by Zenith, which cited its “scale and

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24 Jun 2025

Martin Currie awarded another Australian Equity CFS mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie Australia (MCA) has been selected to manage another Australian Equity mandate available on the CFS FirstChoice platform. The selection of the MCA Active Insights strategy

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14 May 2025

Brandywine Global Opportunistic Equity Fund awarded second ‘Recommended’ rating

From Brandywine Global

Brandywine Global, a specialist investment manager of Franklin Templeton, is pleased to announce the receipt of a ‘Recommended’ rating by Zenith for the Brandywine Global Opportunistic Equity Fund (GOE). Zenith

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10 Dec 2024

Franklin Templeton boosts capabilities with significant promotions

From Franklin Templeton Australia

Franklin Templeton is pleased to announce several significant promotions as it sets its Australian business up for a period of strong growth, expansion and prepares to add to its list

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27 Nov 2024

Franklin Templeton appoints Rebecca Morgan as Sales Director

From Franklin Templeton Investments

Franklin Templeton has appointed Rebecca Morgan to the position of Sales Director responsible for key intermediary relationships and driving sales growth predominantly across Victoria. “We are thrilled to have a

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22 Oct 2024

Western Asset Enhanced Income Fund receives inaugural Recommended Rating from Zenith

From Western Asset Management

Western Asset Management, a Franklin Templeton company, is pleased to announce that the Western Asset Enhanced Income Fund has received an inaugural Recommended rating from Zenith Investment Partners. Western Asset Enhanced Income

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01 Jul 2024

Martin Currie awarded CFS Equity Income mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie has been selected to manage an Equity Income mandate available on the Colonial First State FirstChoice platform. “We are pleased to be awarded this mandate

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25 Jun 2024

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]