FRANKLIN LIBERTYQ AC ASIA EX JAPAN UCITS ETF

Issuer: Franklin Templeton

Asset Class: Equity

TER: 14bps

Trading Currency: GBP

Pays Income: False

Listing Date: 01 Oct 2018

Ticker: FRQX

ISIN: IE00BFWXDV39

This investment offers targeted exposure to the dynamic economies of Asia, deliberately excluding the region's two largest players, China and Japan. This unique focus allows investors to tap into the growth stories of other key Asian markets, which are driven by powerful secular trends such as favorable demographics, a burgeoning middle class, and rapid urbanization. The portfolio provides access to a diverse set of countries, each with its own specific strengths, from manufacturing and technology hubs to commodity exporters and consumer-driven economies. By isolating these markets, investors can achieve a more granular allocation within their broader Asian equity strategy, potentially capturing growth opportunities that might be diluted in a pan-Asian fund dominated by China or Japan.

The strategy invests in leading companies across various sectors in countries like South Korea, Taiwan, India, Hong Kong, and Singapore. This includes exposure to global leaders in the semiconductor and technology industries, capitalizing on the worldwide demand for advanced electronics and digital services. It also captures the immense potential of India's domestic consumption story, fueled by a young and growing population. The exclusion of China mitigates risks associated with its specific regulatory environment and geopolitical tensions, while the exclusion of Japan avoids exposure to its more mature, slower-growth economy. This fund is designed for those looking to build a nuanced emerging and developed Asia portfolio, focusing on a specific set of high-potential markets.