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AVAILABLE BENCHMARKS


Available benchmarks


LIBERTYQ GLOBAL EQUITY INDEX

The LibertyQ Global Equity Index is based on the MSCI ACWI Index, its parent index, which includes large and mid-cap stocks across Developed and Emerging Market countries1. The LibertyQ Global Equity Index is designed to reflect the performance of a Franklin Templeton strategy that seeks exposure to four factors: Quality, Value, Momentum and Low Volatility.


LIBERTYQ EMERGING MARKETS INDEX

The LibertyQ Emerging Markets Index is based on the MSCI Emerging Markets Index, its parent index, which includes large and mid-cap stocks across Emerging Markets countries1. The LibertyQ Emerging Markets Index is designed to reflect the performance of a Franklin Templeton strategy that seeks exposure to four factors: Quality, Value, Momentum and Low Volatility.

 

LIBERTYQ EUROPE INDEX

The LibertyQ Europe Index is based on the MSCI Europe Index, its parent index, which includes large and mid-cap stocks across European countries1. The LibertyQ Europe Index is designed to reflect the performance of a Franklin Templeton strategy that seeks exposure to four factors: Quality, Value, Momentum and Low Volatility.

 

LIBERTYQ AC ASIA EX JAPAN INDEX

The LibertyQ AC Asia ex Japan Index is based on the MSCI AC Asia ex Japan Index, its parent index, which includes large and mid-cap stocks across Developed Markets countries (excluding Japan) and Emerging Markets countries1 in Asia. The LibertyQ AC Asia ex Japan Index is designed to reflect the performance of a Franklin Templeton strategy that seeks exposure to four factors: Quality, Value, Momentum and Low Volatility.


LIBERTYQ INTERNATIONAL EQUITY HEDGED INDEX

The LibertyQ International Equity Hedged Index is designed to represent a close estimation of the performance that can be achieved by hedging the currency exposures of its parent index, the LibertyQ International Equity Index, to the US Dollar, the “home” currency for the hedged index. The LibertyQ International Equity Index is based on the MSCI EAFE Index, its parent index, which includes large and mid-cap stocks across Developed Market countries1 excluding the US and Canada. The LibertyQ International Equity Index is designed to reflect the performance of a Franklin Templeton strategy that seeks exposure to four factors: Quality, Value, Momentum and Low Volatility.


LIBERTYQ GLOBAL DIVIDEND INDEX

The LibertyQ Global Dividend Index is based on the MSCI ACWI ex REITs Index, its parent index, which includes large and mid-cap stocks across Developed and Emerging Market countries1. The LibertyQ Global Dividend Index is designed to reflect the performance of a Franklin Templeton strategy that seeks exposure to securities with high and persistent dividend income along with superior quality characteristics.


LIBERTYQ GLOBAL EQUITY SRI INDEX

The LibertyQ Global Equity SRI Index is based on the MSCI ACWI SRI Index, its parent index, which includes large and mid-cap stocks across Developed and Emerging Market countries1. The LibertyQ Global Equity SRI Index is designed to represent the performance of a Franklin Templeton strategy that seeks exposure to four style factors – Quality, Value, Momentum and Low Volatility in companies with strong sustainability profiles.


LIBERTYQ EUROPEAN DIVIDEND INDEX

The LibertyQ European Dividend Index is based on the MSCI Europe Investable Market (IMI) ex REITs Index, and includes large, mid and small cap stocks across 15 Developed Markets (DM) countries in Europe1. The Index is designed to represent the performance of a Franklin Templeton strategy that seeks exposure to securities with high and persistent dividend income along with superior Quality characteristics in Europe.

 


PERFORMANCE, FACTSHEETS AND METHODOLOGY

Footnote

1 https://www.msci.com/market-classification

The LibertyQ Indexes are custom indexes owned and calculated by MSCI, based on MSCI Parent Indexes, and aim to reflect the performance of certain Franklin Templeton strategies.