Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Franklin Templeton

  •   16 August 2023
  •      
  •   

Franklin Templeton launches its first alternatives fund for Australian investors

SQM Research awards the new alternatives fund 'Superior' rating

Sydney, August 15, 2023: Franklin Templeton, a global investment manager, is improving access to alternative investment opportunities for Australian retail investors with the launch of its first alternatives fund to the market - the Franklin K2 Athena Fund.

The fund invests in predominantly uncorrelated risk premia strategies across multiple asset classes including equities, fixed income, and currencies.

The Franklin K2 Athena Fund received a 'Superior' rating from SQM Research, which puts it in the High Investment Grade category.

In the ratings report, SQM noted the Fund’s market-neutral orientation, making it suitable for defensive purposes. Since its inception in 2021, the investment strategy has exhibited a strong negative correlation to equities.

They also commended the fund's thorough investment process and credited the investment team ‘with clear responsibility and accountability.’

Download full media release

 

  •   16 August 2023
  •      
  •   
banner

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.