Overview: The Franklin Liberty Euro Green Bond UCITS ETF (symbol: FLRG) is an exchange-traded fund that aims to provide investors with exposure to green bonds denominated in euros. These bonds are issued by public and private entities to finance projects with a positive environmental impact, such as renewable energy, energy efficiency, and sustainable resource management. This ETF thus allows for the combination of investment and social responsibility.
Benefits: One of the main advantages of this ETF is its focus on sustainable investments, responding to a growing demand for ethical placements. By investing in green bonds, investors can contribute to the transition to a greener economy while diversifying their portfolio. Additionally, bonds are generally considered less volatile than stocks, which can offer some stability during turbulent periods in the financial markets.
Risks: Like any investment, this ETF carries risks. Bonds can be sensitive to interest rate fluctuations, which can affect their value. Furthermore, while green bonds are on the rise, the market may be less liquid than that of traditional bonds, which can lead to price fluctuations. Finally, the overall volatility of the bond markets must be taken into account, as it can influence the ETF's performance.
Investor Profile: This ETF is particularly suitable for investors looking to combine financial performance with environmental impact. It is suitable for investors seeking fixed income with moderate risk sensitivity, as well as those wishing to diversify their portfolio with sustainable assets. Investors who prioritize a long-term approach and are sensitive to environmental issues will also find this ETF aligned with their objectives.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |