Notification of changes to the underlying funds of various Franklin Templeton funds
24 Sep 2025
Notification of changes to the underlying funds of:
- L39 Franklin Biotechnology Discovery
- H28 Franklin Biotechnology Discovery*
- P51 Franklin Mutual European
- H89 Franklin Mutual European*
(together the “Affected Mirror Funds")
We have been notified by Franklin Templeton Investments (Asia) Limited of its changes to the Environmental, Social and Governance ("ESG") exclusions in the SFDR pre-contractual disclosures. This took effect 22 September 2025 (the"Effective Date").
Changes to the ESG exclusions in the SFDR pre-contractual disclosures
The Company has informed us that it made amendments to the SFDR pre-contractual disclosures of the underlying funds of the Affected Mirror Funds on the Effective Date. These changes are to the paragraph under the section titled ‘What investments strategy does this financial product follow?' The ESG exclusions in the SFDR pre-contractual disclosures will be revised to the underlying funds and accordingly to our Affected Mirror Funds. Please refer to the Appendix opposite for details of the specific amendments.
These changes will take effect automatically and policyholders do not need to take any action. We recommend that policyholders seek the advice of their usual financial adviser before making any investment decisions.
Should you have any questions regarding this change, please contact the Investment Marketing Team.
*Fund applicable to Hong Kong designated policyholders.
