Leading investment research house Lonsec has named the Martin Currie Ethical Income Fund as the 2022 Sustainable Fund of the Year, a new category at this year’s Lonsec and SuperRatings’ 2022 Fund of the Year Awards.
Martin Currie Australia is the active equity specialist investment manager of Franklin Templeton Australia Limited (Franklin Templeton).
The Martin Currie Ethical Income Fund is a long-only Australian equity Fund that uses a responsible investment approach by screening companies based on ethical criteria focused on identifying companies that offer compelling income characteristics. The Fund is designed to target a high, stable and growing income stream, while incorporating ethical criteria.
Will Baylis, Portfolio Manager Martin Currie says: “We are proud to receive industry recognition for our sustainable investment process. Our investment philosophy is that the inclusion of ethical values is complementary to our focus on high-quality companies, and thus does not compromise the generation of a growing income stream.”
Franklin Templeton’s Managing Director and Head of Australia and New Zealand, Felicity Walsh says: “We congratulate the Martin Currie Australian equities team for this achievement. This award reflects the team’s long-standing commitment to excellence in Australian equity investing with a focus on crafting strategies designed to deliver income with sustainable values.”
“This strategy benefits from the close collaboration of the well-resourced and experienced Martin Currie Australia team.”
Learn more about the Martin Currie Australia Ethical Income strategy.
Important Information
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organisation with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers boutique specialisation on a global scale, bringing extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and approximately A$2.0 trillion in funds under management as of 30 June 2022.
For more information, please visit franklintempleton.com.au
Disclaimers
This publication is issued for information purposes only and does not constitute investment or financial product advice. It expresses no views as to the suitability of the services or other matters described in this document as to the individual circumstances, objectives, financial situation, or needs of any recipient. You should assess whether the information is appropriate for you and consider obtaining independent taxation, legal, financial or other professional advice before making an investment decision. Please read the relevant Product Disclosure Statements (PDSs) and any associated reference documents before making an investment decision. In accordance with the Design and Distribution Obligations and Product Interventions Powers requirements, we maintain Target Market Determinations (TMD) for each of our Funds. All documents can be found via www.franklintempleton.com.au or by calling 1800 673 776. Issued by Franklin Templeton Australia Limited (ABN 76 004 835 849, AFSL 240827). Franklin Templeton Australia Limited as Responsible Entity has appointed Martin Currie Australia as the fund manager of the Martin Currie Ethical Income Fund (ARSN 618 906 068).
The rating issued 09/2022 for the Martin Currie Ethical Income Fund is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit Lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.
Lonsec Research Ratings and Logos
The ratings issued are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit www.lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.
Ratings are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.