Home / Launches / Franklin Templeton recognised for their Global Equities SMA

Franklin Templeton recognised for their Global Equities SMA


Fund Manager Franklin Templeton Australia has been recognised for their award-winning global equities SMA. It’s the second year running that the manager has taken out the International Equities category at the 2021 IMAP Managed Account Awards.

The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses actively involved in offering or supporting Managed Accounts. IMAP helps advisers with education and training and access to industry professionals at all levels. The body is also a voice of the managed accounts industry able to represent its interests to regulators such as ASIC. According to IMAP the total assets under management in 2020 for managed accounts hit of $95 billion. From that, roughly 70% of Australian financial planners are now using, or more importantly, intend to use managed accounts in the foreseeable future; this is up from just 44% in 2012.

A SMA falling under the managed accounts umbrella. A share portfolio where securities are selected by a professional investment manager, but beneficial ownership is by the investor. Advisers can access a range of SMA portfolios managed by Franklin Templeton via selected platforms. Managed Accounts provide various advantages for advisers such as – Less administration, less time wasted time spent researching stocks compared to direct equity ownership and freeing up your time to focus on growing your practice.

  • IMA held its annual awards where it recognised the “strong performance of the Franklin Concentrated Global Equity Ex-Australia Model Portfolio, a Separately Managed Account (SMA), with a long-only high conviction portfolio of global companies.”

    Franklin Templeton Australia Managing Director, Matthew Harrison said, their “investment approach, which focuses on high-quality sustainable growth companies and a framework for diversification in the portfolio construction process, has enabled us to deliver strong risk-adjusted returns for our clients over the longer term.”

    The portfolio holds roughly twenty stocks picked across all industries and countries for companies with sustainable business models. These must meet specific growth, quality, and valuation criteria. These companies must encompass good growth prospects, solid management teams and a competitive advantage that can be sustained. Franklin stock-picking investment philosophy uses bottom-up, research-driven and benchmark indifferent processes to identify suitable stocks for the portfolio. On-top of that, they use a quality filter based on history of management execution, shareholder return focus and corporate governance. Typically, companies are bought earlier in the growth cycle and risk is overseen by a many earnings streams rather than sector or geographic factors.

    The portfolio holds well known companies such as VISA and Salesforce that have solid growth prospects and is led by strong management. It also holds mid-sized companies that offer attractive opportunities to capture future growth but also have a competitive advantage. It’s these international companies that might be compelling to an Australian investor.

    Ishan Dan

    Ishan is an experienced journalist covering The Inside Investor and The Insider Adviser publications.

    Print Article

    Trailblazing deep tech investors dig into fourth NZ fund

    The NZ science and technology investors are onto their fourth fund, which is shaping up as their biggest yet. Savvy investment and active ownership have been key ingredients so far, along with support from the NZ government.

    Tahn Sharpe | 15th Apr 2024 | More
    CFS and The Inside Network align for adviser-focused insiders community

    Commenting on its multi-year partnership with The Inside Network, CFS distribution lead Bryce Quirk called the insiders community an “ideal vehicle” to deliver its core values, which hinge on servicing financial advisers and their clients.

    Staff Writer | 12th Dec 2023 | More
    CFS bulks up managed account offerings on new Edge platform

    The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the adviser experience.

    Staff Writer | 23rd Oct 2023 | More
  • Popular posts: