Franklin Global Systematic Equity A

SSB0126AU

Franklin Global Systematic Equity A SSB0126AU Strategy

The Trust generally aims to ensure that: exposure to individual securities is no more than 3% above benchmark weight; exposure to individual sectors is no more than 8% above benchmark weight; and exposure to individual countries is within ±10% of benchmark weight. The maximum cash and bond holding of the Trust is generally expected to be 10%. However, the intention is for the Trust to be fully invested at all times with cash being held for liquidity purposes only.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: September 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,071.2019.30-0.21%
CAC 408,055.7711.76-0.15%
DAX 4023,837.86111.25-0.46%
Dow JONES (US)47,085.24251.44-0.53%
FTSE 1009,717.062.100.02%
HKSE25,935.4116.99-0.07%
NASDAQ23,348.64486.09-2.04%
Nikkei 22550,212.271,284.93-2.50%
NZX 50 Index13,620.9815.020.11%
S&P 5006,771.5580.42-1.17%
S&P/ASX 2008,802.007.80-0.09%
SSE Composite Index3,969.259.060.23%

Market Movers