Franklin K2 Wellington Technology Long Short UCITS Fund

Investment Objective

Wellington invests across the entire global technology, media and telecom landscape. The managers seek to identify long term opportunities in sub-sectors and companies that are likely to generate the most attractive absolute returns. The managers work together to exchange ideas, challenge each other and determine the allocation of investments. The portfolio is built on a stock-by-stock basis with the portfolio managers utilising a bottom-up selection process to allocate capital within each of their dedicated subsectors of expertise. Exposures are generally a result of the stock selection process and are not typically managed from a top-down perspective. The fund’s investment objective is to provide long-term capital appreciation.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 0.2 0.7 0.1 0.3 0.4 0.9 0.3 0.6 0.0 0.2 0.4 0.9 0.0
2021 0.5 0.2 0.0 1.0 0.7 0.1 0.3 0.4 0.5 0.8 0.6 0.6 0.4

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.