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Franklin Templeton Global Climate Change UCITS Fund – Hedged Price Chart

About Franklin Templeton Global Climate Change UCITS Fund – Hedged

This fund seeks to contribute to climate change mitigation and adaptation aligned with Paris Climate Agreement objectives while pursuing capital appreciation. It invests primarily in global equity securities of companies providing solutions to climate change challenges including renewable energy, clean technology, water management, sustainable agriculture, and climate adaptation. The strategy employs fundamental ESG analysis to identify businesses benefiting from climate transition while making positive environmental contributions. Through thematic climate-focused global equity investment with Article 9 SFDR classification, the fund provides mission-driven exposure to climate solutions, appropriate for investors seeking capital growth while supporting climate change mitigation with strong sustainability credentials and environmental impact focus.

Key Information

Minimum Investment $50
Net Asset Value (NAV) $25.73
Expense ratio 1.80%
AMC Franklin Templeton Im Ltd (lu)
Domicile Luxembourg (LU)
Exit Load —
Assets Under Management (AUM) $1.3B
Inception date August 30, 2019
Share Class AH1
Settlement Period T+3 days

Franklin Templeton Global Climate Change UCITS Fund – Hedged Returns

Time Frame Absolute Annualised
1-Year Return +28.84% +28.84%
3-Year Return +57.76% +16.25%
5-Year Return +59.91% +9.84%
All Time Return +157.30% +11.71%

Holding Distribution

  • Common Stock 98.92%
  • Cash 1.08%
  • Information Technology 30.06%
  • Industrials 17.98%
  • Utilities 15.37%
  • Materials 11.55%
  • Financials 5.99%
  • Communication Services 4.10%
  • Health Care 3.78%
  • Consumer Discretionary 3.61%
  • Real Estate 2.69%
  • Energy 2.55%
  • Consumer Staples 1.25%
  • Cash 1.08%
  • United States (USA) 47.20%
  • United Kingdom (GBR) 8.72%
  • France (FRA) 8.51%
  • Netherlands (NLD) 5.60%
  • Taiwan (TWN) 4.76%
  • South Korea (KOR) 4.68%
  • Ireland (IRL) 3.02%
  • Japan (JPN) 2.24%
  • Switzerland (CHE) 2.23%
  • Denmark (DNK) 1.90%
  • Germany (DEU) 1.85%
  • China (CHN) 1.79%
  • Austria (AUT) 1.63%
  • Norway (NOR) 1.48%
  • Spain (ESP) 1.47%
  • India (IND) 1.08%
  • Canada (CAN) 0.90%
  • Brazil (BRA) 0.75%
  • OTH 0.18%
  • US Dollar (USD) 53.75%
  • Euro (EUR) 19.52%
  • British Pound (GBP) 5.76%
  • Taiwan Dollar (TWD) 4.78%
  • South Korean Won (KRW) 4.72%
  • Japanese Yen (JPY) 2.24%
  • Swiss Franc (CHF) 2.23%
  • Danish Krone (DKK) 1.90%
  • Hong Kong Dollar (HKD) 1.79%
  • Norwegian Krone (NOK) 1.48%
  • Indian Rupee (INR) 1.08%
  • Brazilian Real (BRL) 0.75%
  • Polish Złoty (PLN) 0.00%
  • Czech Koruna (CZK) 0.00%
  • Microsoft Corp 6.6%
  • Taiwan Semiconductor Manufacturing Co Ltd 4.8%
  • Alphabet, ordinary share 4.1%
  • Thermo Fisher Scientific Inc 3.8%
  • ING Groep NV 3.8%
  • Sse Plc 3.6%
  • NVIDIA Corp 3.2%
  • Crown Holdings Inc 3.1%
  • Smurfit Westrock Plc 3.0%
  • CNH Industrial NV 3.0%

Investment Calculator

Yr
%
Invested $1,908
Expected returns $4,018
Total Value $5,926

FAQ

What is Franklin Templeton Global Climate Change UCITS Fund – Hedged NAV today?

The latest Net Asset Value (NAV) of Franklin Templeton Global Climate Change UCITS Fund – Hedged is $25.73 as of the most recent trading day.

Can Indian residents invest in Franklin Templeton Global Climate Change UCITS Fund – Hedged?

Yes. Indian residents can invest in this UCITS fund via Vested under the RBI Liberalised Remittance Scheme (LRS).

What is the minimum investment for Franklin Templeton Global Climate Change UCITS Fund – Hedged?

You can start investing in this fund with as little as $50.

What is the expense ratio of Franklin Templeton Global Climate Change UCITS Fund – Hedged?

The fund has an expense ratio of 1.80%.

How to invest in Franklin Templeton Global Climate Change UCITS Fund – Hedged from India?

  1. Sign up and complete your KYC on Vested.
  2. Add funds via LRS from your bank account.
  3. Search for the fund and place your order.

Is there a lock-in period or exit load?

Exit load is unavailable in the current data feed. Check the fund documents for applicable charges and lock-in terms.

What currency risks should I be aware of?

The fund is denominated in USD. Returns in INR terms are also affected by USD-INR currency movement in addition to fund performance.

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