Franklin US Inc Equity Focus UCITS ETF
| Issuer: Franklin Templeton |
| Asset Class: Equity |
| TER: 25bps |
| Trading Currency: USD |
| Pays Income: False |
| Listing Date: 29 May 2026 |
| Ticker: INCE |
| ISIN: IE0001T0BHM5 |
This actively managed fund seeks to achieve long-term capital appreciation by investing in a concentrated portfolio of U.S. companies. The strategy focuses on businesses that are at the forefront of innovation—whether through their products, services, or processes—and which the investment manager believes possess a sustainable competitive advantage. By employing a fundamental, bottom-up research approach, the fund aims to identify high-quality growth companies that are poised to benefit from structural shifts and disruptive trends. This active approach allows for a high-conviction selection of securities, moving beyond traditional sector boundaries to construct a portfolio of what the manager considers to be the most compelling opportunities in the U.S. market.
The investment process involves rigorous analysis of each company's financial health, management quality, and growth potential. The manager looks for firms with strong balance sheets, high barriers to entry, and significant reinvestment opportunities that can compound capital over time. The resulting portfolio is typically concentrated, consisting of around 25-40 holdings, which means that each position can have a meaningful impact on performance. This strategy differs significantly from passive index-tracking funds by relying entirely on the manager's stock-picking skill to generate alpha. The portfolio is built without reference to a benchmark, giving the manager full flexibility to pursue their best ideas.
This product is designed for investors with a long-term investment horizon who are seeking growth-oriented exposure to the U.S. equity market. It may appeal to those who believe that a focused, research-driven strategy can uncover value and outperform the broader market over time. Due to its concentrated nature and focus on innovative, high-growth companies, the investment may carry a higher level of risk and volatility compared to more diversified funds. As such, it is best suited for individuals who are comfortable with the potential fluctuations inherent in a high-conviction, actively managed portfolio.
The investment process involves rigorous analysis of each company's financial health, management quality, and growth potential. The manager looks for firms with strong balance sheets, high barriers to entry, and significant reinvestment opportunities that can compound capital over time. The resulting portfolio is typically concentrated, consisting of around 25-40 holdings, which means that each position can have a meaningful impact on performance. This strategy differs significantly from passive index-tracking funds by relying entirely on the manager's stock-picking skill to generate alpha. The portfolio is built without reference to a benchmark, giving the manager full flexibility to pursue their best ideas.
This product is designed for investors with a long-term investment horizon who are seeking growth-oriented exposure to the U.S. equity market. It may appeal to those who believe that a focused, research-driven strategy can uncover value and outperform the broader market over time. Due to its concentrated nature and focus on innovative, high-growth companies, the investment may carry a higher level of risk and volatility compared to more diversified funds. As such, it is best suited for individuals who are comfortable with the potential fluctuations inherent in a high-conviction, actively managed portfolio.
Other Exchange Listings
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