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Franklin Templeton to align Martin Currie under ClearBridge Investments and Franklin Equity Group

Franklin Templeton has announced plans that Martin Currie, a US$18 billion investment manager for active equities will begin the process of aligning the majority of its business under ClearBridge Investments (ClearBridge), a US$193 billion investment manager for global equities, with one team moving under Franklin Equity Group, a US$139 billion investment manager focused on long-term quality growth equities. This new structure will optimise the combined strengths of Martin Currie, ClearBridge and Franklin Equity Group.

Martin Currie’s Australia, Global Emerging Markets and UK investment and sustainability teams will move under ClearBridge, and Martin Currie’s Global Long-Term Unconstrained (GLTU) team will move under Franklin Equity Group. In the new structure, Martin Currie’s existing products and investment teams will maintain their investment autonomy and integrity to achieve greater scale and access to broader resources to benefit clients. These plans will require several steps prior to completion, including regulatory approvals where applicable.

With their respective rich histories and track records within the asset management industry, ClearBridge and Martin Currie’s businesses are highly complementary from the perspective of investment approach, product offering and cultural fit. ClearBridge operates with scale globally and has a successful track record of aligning other businesses under its own. Both groups share a clear commitment to sustainability and a long-standing drive to bring about positive change in public equities through active ownership. Post alignment, ClearBridge will have over US$200 billion in assets under management and gain additional capabilities across Australian, Global Emerging Markets and UK equities.

Similarly, Franklin Equity Group’s philosophy of investing in long-term quality growth companies is also highly complementary to the GLTU team, led by Zehrid Osmani. The team’s global equity research platform will enable the GLTU team over time, to access broader and deeper expertise across several relevant sectors through increased collaboration. Following this alignment, Franklin Equity Group’s assets under management in dedicated global and international mandates will be approximately US$12 billion, these are managed primarily for leading institutional clients.

These plans reflect months of thoughtful collaboration and the firm’s commitment to optimising organisational efficiency while maintaining a strong focus on meeting client needs.

The Martin Currie brand will retire in 2025 with no changes to the investment process or portfolio management teams.


Important Information

This press release is intended to be of general interest only and does not constitute professional advice. Franklin Templeton and its management groups have exercised professional care and diligence in the collection and processing of the information in this press release. Franklin Templeton makes no representations or warranties with respect to the accuracy of this document. Franklin Templeton shall not be liable to any user of this report or to any other person or entity for the inaccuracy of information contained in this press release or for any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission.

Any research and analysis contained in this document has been procured by Franklin Templeton for its own purposes. For more information, UK investors should contact: Franklin Templeton, Cannon Place, 78 Cannon Street, London EC4N 6HL. United Kingdom. Phone: 0800 305 306, Email ftisalessupport@franklintempleton.co.uk.

Issued by Franklin Templeton Investment Management Limited (FTIML). FTIML is authorised and regulated in the United Kingdom by the Financial Conduct Authority.

Copyright © 2022 Franklin Templeton. All rights reserved.

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

Past performance is not a guide to future returns.