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Franklin Templeton Canada Launches New Social Impact Equity Fund

Franklin Templeton Canada today announced the launch of Franklin Martin Currie Improving Society Fund, which provides Canadian investors access to socially focused investments that have the potential for long-term capital growth.

"Franklin Martin Currie Improving Society Fund offers Canadian investors a distinct strategy that actively invests in companies whose products and services have a measurable impact on enhancing wellbeing, improving inclusion or supporting a just transition towards a sustainable economy,” said Andrew Ashton, Head of Americas (ex-US) Distribution and Chairman of Franklin Templeton Canada.

“Martin Currie, our in-house specialist investment manager, has been integrating stewardship and sustainability into its investment processes since 2009, so it is a natural progression to launch this new innovative strategy that combines positive social impact with financial performance.”

The fund is managed by a dedicated impact equity investment team that includes Lauran Halpin, portfolio manager, head of Impact Equities, and John Gilmore, portfolio manager, Martin Currie. They have 16 and 19 years of industry experience, respectively.

Halpin added: “This new fund invests in companies that we believe are creating impactful and innovative products that address the unmet societal needs of consumers, businesses and governments. We believe that impact and financial performance are interrelated. Our aim is to maximise long-term returns by finding companies that offer attractive growth opportunities and generate both a positive financial outcome and an intentional and measurable social impact.”

A Diverse Fund Investing in Three Impact Pillars

The fund is a concentrated, high-conviction and long-term portfolio, that invests in approximately 20-35 publicly listed companies whose products or services contribute to one of the following three impact pillars:

  • Improve wellbeing: Helping individuals get to the starting line in life – the basic necessities needed to ensure people feel safe and well enough to think about accessing opportunities available to them. Here, we find companies we believe are contributing to positive mental and physical health and wellbeing as well as providing basic human needs such as clean water, reliable sanitation and safe access to food.
  • Improve inclusion: Aiming to provide everyone with the tools and resources needed to make the most of their opportunities – education, improved financial equality and access to resources which improve economic circumstances. We believe improving inequalities in modern finance, education and access stimulates economic growth, creates jobs and helps in breaking the vicious cycle of exclusion and poverty.
  • Support a just transition: Ensuring that the transition towards a lower-carbon economy happens in a fair way, leaving no one behind. Companies in this pillar, in our view, are helping society adapt to become more resilient – physically and economically – to the uncertainty that lies ahead by re-skilling workers, increasing the efficiency of resource usage, and improving the safety and climate resiliency of communities.

  • Improving Society

    Martin Currie’s socially-focused impact strategy aims to positively address the problem of human inequity while delivering long-term capital growth.

    Find out more

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus or fund facts document before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Important Information

This press release is intended to be of general interest only and does not constitute professional advice. Franklin Templeton and its management groups have exercised professional care and diligence in the collection and processing of the information in this press release. Franklin Templeton makes no representations or warranties with respect to the accuracy of this document. Franklin Templeton shall not be liable to any user of this report or to any other person or entity for the inaccuracy of information contained in this press release or for any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission.

Any research and analysis contained in this document has been procured by Franklin Templeton for its own purposes. For more information, UK investors should contact: Franklin Templeton Investments Corp, 200 King Street West, Suite 1500 Toronto, ON, M5H3T4, Fax: (416) 364-1163, (800) 387-0830,

Issued by Franklin Templeton Investment Management Investments Corp.

Copyright © 2022 Franklin Templeton. All rights reserved.

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

Past performance is not a guide to future returns.