FRANKLIN CORE US ENHANCED EQ UCITS ETF

Issuer: Franklin Templeton

Asset Class: Equity

TER: 20

Trading Currency: GBP

Pays Income: False

Listing Date: 28 Jan 2026

Ticker: USEN

ISIN: IE000CZU3JH0

This actively managed fund offers investors a core holding in the U.S. large-cap equity market, with the primary objective of delivering long-term capital growth that exceeds the performance of the S&P 500 Index. It employs a systematic, rules-based investment process that moves beyond traditional market-capitalisation weighting. The strategy is designed to provide a potentially enhanced return profile by strategically selecting and weighting securities based on a proprietary model, offering a modern alternative to passive index tracking for the U.S. equity portion of a portfolio.

The portfolio's construction is driven by a sophisticated multi-factor approach, which systematically screens for companies exhibiting attractive characteristics across four key drivers of return: Quality (identifying financially robust firms with stable earnings), Value (selecting stocks that appear undervalued relative to their fundamentals), Momentum (favouring companies with strong recent price performance), and Low Volatility (including stocks with historically lower price fluctuations). By combining these distinct factors, the fund aims to capture diverse sources of potential excess returns while managing risk more dynamically than a broad market benchmark.

This product is well-suited for investors seeking to maintain a core allocation to U.S. large-cap stocks but who believe that an active, factor-based methodology can generate superior risk-adjusted returns over the long run. It serves as a compelling option for those looking for a cost-efficient, transparent, and structured way to potentially outperform the market. The investment process also integrates certain environmental, social, and governance (ESG) considerations, appealing to investors who wish to align their portfolios with sustainability-oriented principles.