Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF (USPX)USPX

ETF Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF (LQGE)

Profile:

Franklin LibertyQ Global Equity ETF (LQGE) is an actively managed exchange-traded fund that seeks long-term capital growth by investing in a global portfolio of equity securities. The ETF focuses on fundamental analysis and bottom-up stock selection, targeting companies with strong cash flow, attractive valuations, and potential for growth. LQGE primarily invests in developed markets, with exposure to a diversified range of sectors.

Objective:

The primary investment goal of LQGE is to provide investors with long-term capital appreciation through a combination of capital growth and dividend income.

Issuer:

Franklin Templeton Investments is a global investment management organization with over 70 years of experience and approximately $1.5 trillion in assets under management. The firm is known for its strong reputation and track record of delivering investment solutions across various asset classes.

Market Share:

LQGE holds a relatively small market share within the global equity ETF space. However, it has seen significant growth in recent years, reflecting investor interest in its actively managed approach.

Total Net Assets:

As of November 2023, LQGE has approximately $1.2 billion in total net assets.

Moat:

The ETF's competitive advantages include:

• Active Management: LQGE's active management approach allows the portfolio managers to identify and invest in undervalued companies with strong growth potential, potentially outperforming the market.
• Experienced Management Team: The ETF is managed by a team of experienced portfolio managers with deep knowledge of global markets and individual companies.
• Global Diversification: The ETF's global exposure provides investors with access to a wide range of investment opportunities across different countries and sectors, mitigating single-market risk.

Financial Performance:

LQGE has consistently outperformed its benchmark index, the MSCI World Index, since its inception in 2018. The ETF has delivered strong returns, particularly during periods of market volatility.

Growth Trajectory:

LQGE's growth trajectory has been positive, with increasing assets under management and investor interest. The ETF is expected to continue growing as investors seek actively managed solutions in a competitive market.

Liquidity:

LQGE has a healthy average trading volume, ensuring its liquidity and enabling investors to buy and sell shares efficiently. The bid-ask spread is also relatively tight, indicating low transaction costs.

Market Dynamics:

LQGE's market environment is influenced by various factors, including global economic conditions, interest rate fluctuations, and geopolitical events. The ETF's performance can be affected by these factors, highlighting the importance of diversification and active management.

Competitors:

LQGE's key competitors include actively managed global equity ETFs such as:

• iShares Edge MSCI Multifactor Global ETF (ACWX)
• JPMorgan Diversified Return Global Equity ETF (JPGL)
• T. Rowe Price Global Stock ETF (GTWO)

Expense Ratio:

LQGE has an expense ratio of 0.75%, which is considered competitive within the actively managed global equity ETF category.

Investment Approach and Strategy:

LQGE employs an active investment approach, focusing on identifying undervalued companies with strong fundamentals and growth potential. The portfolio managers conduct in-depth research and analysis to select stocks across various sectors and countries. The ETF's composition primarily includes stocks of large-cap companies with a global reach.

Key Points:

• Actively managed global equity ETF
• Focus on fundamental analysis and bottom-up stock selection
• Strong track record of outperforming the benchmark index
• Experienced management team with a global investment perspective
• Competitive expense ratio

Risks:

LQGE is subject to various risks, including:

• Market Risk: The ETF's performance is tied to the performance of the underlying equity markets, which can experience significant fluctuations.
• Volatility Risk: LQGE's active management approach may lead to higher volatility compared to passively managed ETFs.
• Currency Risk: The ETF's global exposure may subject it to currency fluctuations, which can impact returns.

Who Should Consider Investing:

LQGE is suitable for investors seeking:

• Long-term capital appreciation
• Active management with a focus on undervalued companies
• Global diversification
• A cost-effective solution compared to other actively managed global equity ETFs

Fundamental Rating Based on AI:

Based on an AI-powered analysis of LQGE's fundamentals, the ETF receives a rating of 8 out of 10. The rating considers factors such as financial performance, market position, growth trajectory, and risk profile. LQGE's strong track record, experienced management team, and competitive expense ratio contribute to its positive rating. However, the ETF's exposure to market volatility and currency risk warrant consideration.

Resources and Disclaimers:

• Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF website: https://investor.franklintempleton.com/us/en/retail/etf/etf-portfolio/lqge
• Morningstar: https://www.morningstar.com/etfs/arcx/lqge
• ETF.com: https://www.etf.com/etf-profile/franklin-libertyq-global-equity-etf-lqge

Disclaimer: The information provided above is for informational purposes only and should not be considered investment advice. It is essential to conduct your own due diligence and consult with a financial professional before making investment decisions.