Franklin Global Trust/GB (FRGTl)

Overview

Franklin Global Trust Plc is an investment trust dedicated to managing a concentrated portfolio of 25 to 40 high-conviction global equities. These equities are selected through a rigorous bottom-up fundamental analysis with the aim of achieving long-term total returns that surpass those of the MSCI All Country World Index. The trust emphasizes quality growth companies characterized by sustainable business models and strong management teams. It also concentrates on multi-decade themes such as technological innovation, resource scarcity, and demographic changes, while seamlessly integrating Environmental, Social, and Governance (ESG) factors into its investment strategy. The portfolio is diversified across both developed and emerging markets, with significant holdings in sectors like technology, healthcare, and consumer cyclical, as well as geographies including the United States, Taiwan, and Europe. Franklin Global Trust Plc adopts a benchmark-agnostic approach to investing which minimizes economic overlap, with typical holding periods extending from three to five years. Renamed in April 2025 and headquartered in the United Kingdom, the trust positions itself as a core holding for investors seeking diversified international equity exposure while maintaining a stable quarterly dividend policy.

Products and Services

• Concentrated Portfolios:

  Franklin Global Trust Plc manages a concentrated portfolio of 25 to 40 equities, enabling focused investment in high-conviction selections backed by fundamental analysis.

• Long-term Investment Strategy:

  The trust aims for long-term total returns that outperform the MSCI All Country World Index, providing a strategic approach for investors looking for sustainable growth.

• Quality Growth Focus:

  The portfolio targets quality growth companies with sustainable business models, ensuring that investments are made in firms with the potential for long-term success.

• Global Diversification:

  With investments spread across developed and emerging markets, the trust reduces risk while capitalizing on various geographic opportunities.

• Thematic Investing:

  Franklin Global Trust Plc integrates multi-decade themes such as technological innovation and demographic shifts into its investment process, aligning with future growth trends.

• ESG Integration:

  The trust incorporates ESG factors into its investment strategy, which supports sustainable business practices and responsible investing.

• Dividend Policy:

  Investors benefit from a stable quarterly dividend policy, which enhances cash flow and investment returns over time.

• Benchmark-Agnostic Approach:

  The trust employs a benchmark-agnostic approach to limit economic overlap, allowing greater flexibility in investment decisions.