Products that consider sustainability risks in their ESG integration approach.
What Does SFDR Mean?
The new Sustainable Finance Disclosure Regulation (SFDR) that came into effect in March 2021 will help investors make better-informed choices, enable them to compare Environmental, Social and Governance (ESG) objectives of different financial products, gain valuable insight on risks and opportunities, effect real change in sustainability issues, and capitalise on sustainable returns.
To learn more about the SFDR go here.
At Franklin Templeton, we are committed to considering ESG factors alongside the traditional
financial measurements.
Classification of Financial Products
The new EU regulation imposes various new sustainability-related disclosures in pre-contractual, periodic and website documentation. The SFDR basically classifies financial products into three categories:
Article 6
Article 8
Products that have an ESG integration approach and, in addition, have binding environmental and/or social characteristics in their process.
Article 9
Products that have an ESG integration approach, have binding environmental and/or social characteristics, and a clear sustainable investment objective.
Explore Our Sustainable Products
Franklin Templeton and its Specialist Investment Managers see value in all three categories of disclosures. We offer a full range of funds that meet the SFDR guidelines and can help investors reach their individual investment goals.
See our Article 8 and 9 focus funds below.
Featured Funds
Franklin European Total Return Fund1
Article 8
- European multi-sector fixed income fund
- Actively manages a diversified set of low-correlated positions
- Has binding environmental and/or social characteristics
Legg Mason Martin Currie European Unconstrained Fund2
Article 8
- European equity fund
- Targets sustainable, long-term growth from a portfolio of leading European companies
- Has binding environmental and/or social characteristics
Legg Mason ClearBridge US Equity Sustainability Leaders Fund2
Article 8
- US equity fund
- Invests in high-quality companies with outstanding ESG characteristics
- Has binding environmental and/or social characteristics
Legg Mason Brandywine Global Income Optimiser Fund2
Article 8
- All-weather global bond fund
- Seeks income generation while guarding against downside risk
- Has binding environmental and/or social characteristics
Templeton Global Climate Change Fund1
Article 9
- Global equity fund
- Invests in companies that aim to reduce emissions and limit the consequences of climate change
- Has a clear sustainable investment objective
Franklin K2 Electron Global UCITS Fund3
Article 8
- Alternative fund
- Invests primarily in equity-related companies in the global infrastructure and utility sectors
- Has binding environmental and/or social characteristics
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A sub-fund of Franklin Templeton Investment Funds, a Luxembourg-registered SICAV (“FTIF”).
A sub-fund of Franklin Templeton Global Funds plc (“FTGF plc”). FTGF is an open-ended investment company with variable capital, organised as an undertaking for collective investment in transferable securities (“UCITS”). FTGF is authorised in Ireland by the Central Bank of Ireland. -
A sub-fund of Franklin Templeton Alternative Funds, a Luxembourg-registered SICAV (“FTAF”).
Fund Finder
| FUND NAME | FUND RANGE | ARTICLE 8 | ARTICLE 9 |
|---|---|---|---|
| Franklin Euro Government Bond Fund | Franklin Templeton Investment Funds |  |
|
| Franklin Euro Short Duration Bond Fund | Franklin Templeton Investment Funds | |
|
| Franklin European Total Return Fund | Franklin Templeton Investment Funds | |
|
| FTGF Brandywine Global Income Optimiser Fund | Franklin Templeton Global Funds PLC | |
|
| Templeton Global Bond (Euro) Fund | Franklin Templeton Investment Funds | |
|
| Templeton Global Bond Fund | Franklin Templeton Investment Funds | |
| FUND NAME | FUND RANGE | ARTICLE 8 | ARTICLE 9 |
|---|---|---|---|
| Franklin ESG-Focused Balanced Fund | Franklin Templeton Opportunities Funds | |
| FUND NAME | FUND RANGE | ARTICLE 8 | ARTICLE 9 |
|---|---|---|---|
| Franklin K2 Electron Global UCITS Fund | Franklin Templeton Investment Funds | |
