FRANKLIN S&P 500 SCREENED UCITS ETF

Issuer: Franklin Templeton

Asset Class: Equity

TER: 5bps

Trading Currency: GBP

Pays Income: False

Listing Date: 17 Apr 2025

Ticker: SPXG

ISIN: IE0006FAD976

This fund offers a strategic approach for investors seeking core exposure to the U.S. large-cap equity market, while also incorporating key sustainability criteria. It aims to replicate the performance of the S&P 500 Screened Index, which comprises leading American companies that pass a series of ethical filters. This methodology provides a foundational portfolio asset that aligns with the principles of socially responsible investing, making it an ideal choice for those looking to build a portfolio with a conscience without straying from broad market representation.

The screening process applied to the parent S&P 500 index is robust, systematically excluding companies with significant business involvement in controversial sectors such as tobacco, thermal coal, and certain types of weapons. Furthermore, the index removes companies that are found to be non-compliant with the United Nations Global Compact (UNGC) principles, which cover human rights, labour, environment, and anti-corruption standards. This ensures that the resulting portfolio consists of companies that not only drive the U.S. economy but also adhere to globally recognised standards of corporate responsibility.

By providing physical replication, the fund directly holds the underlying securities of the index, offering transparency and a straightforward investment structure. It is designed for investors with a long-term horizon aiming for capital growth. With a competitive expense ratio, it represents a cost-effective method for accessing a values-based version of one of the world's most important equity benchmarks, combining the potential for financial returns with a commitment to sustainable and ethical investment practices.