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Franklin Global Growth M (Hedged) - Managed Fund

Fund Objective
The investment objective of the Fund is to outperform the MSCI World ex-Australia Index (Hedged to AUD) - NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.
Fund Strategy
The Fund invests in a diversified portfolio of equity securities listed on recognised stock markets in both developed and emerging markets around the world (other than in Australia). The Fund may also invest in derivatives to implement the currency hedging overlay strategy for I Class (Hedged) Units.

Fund Performance Comparison

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.28% -0.98% 11.12% 3.52% 12.15% 7.83% -% -%
Growth return 3.28% -0.98% 11.12% 3.52% 12.15% 7.83% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 31 Oct 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

General Information

Fund Details
Type Description
Franklin Global Growth M (Hedged)
FRT5951AU
Equity World - Currency Hedged
star (as at 31 Oct 2025)
Investment Fund
11 Jan 2021
$4.43 million (as at 30 Sep 2025)
$2.398 (as at 18 Nov 2025)
$2.3932 (as at 18 Nov 2025)
Open
Offer information
Type Description
MER 0.75% (as at 23 Oct 2025)
Indirect Cost Ratio (ICR) 0.75% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000
Minimum additional investments $25,000

Top 10 holdings (as at 31 Oct 2025)

Holding (as at 31 Oct 2025) Type % of Portfolio
Franklin Global Growth A ETF Mutual Fund - ETF 100.06%
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FAQs about the Franklin Global Growth M (Hedged)

The objective of the Franklin Global Growth M (Hedged) managed fund is The investment objective of the Fund is to outperform the MSCI World ex-Australia Index (Hedged to AUD) - NR, in Australian dollar terms after fees and expenses (but before taxes), over the medium to longer term.

The strategy of the Franklin Global Growth M (Hedged) managed fund is The Fund invests in a diversified portfolio of equity securities listed on recognised stock markets in both developed and emerging markets around the world (other than in Australia). The Fund may also invest in derivatives to implement the currency hedging overlay strategy for I Class (Hedged) Units.

The APIR code of the Franklin Global Growth M (Hedged) managed fund is FRT5951AU.

Franklin Global Growth M (Hedged)’s total return last month was 3.28%. This was made up of a growth return of 3.28% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Franklin Global Growth M (Hedged)’s total return for the last three months was -0.98%. This was made up of a growth return of -0.98% and an income return of 0%%. These returns were calculated as at 31 Oct 2025.

Franklin Global Growth M (Hedged)’s one-year total return is 3.52%. This was made up of a growth return of 3.52% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

Franklin Global Growth M (Hedged)’s one-year total return is 7.83%. This was made up of a growth return of 7.83% and an income return of 0%. These returns were calculated as at 31 Oct 2025.

The asset allocation of the Franklin Global Growth M (Hedged) managed fund is :

International Equities
96.06%
Cash
3.94%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Franklin Global Growth M (Hedged) managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Sep 2025, the size of the Franklin Global Growth M (Hedged) managed fund was $4.43 million.

The Franklin Global Growth M (Hedged) managed fund has an inception date of 11 Jan 2021.

The current entry price of the Franklin Global Growth M (Hedged) managed fund is $2.398 per unit and the current exit price is $2.3932 per unit (as at 18 Nov 2025).

The current exit price of the Franklin Global Growth M (Hedged) managed fund is $2.3932 per unit and the current entry price is $2.398 per unit (as at 18 Nov 2025).

The minimum initial investment amount for the Franklin Global Growth M (Hedged) managed fund is $500,000. Minimum additional investment is $25000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.