Franklin ClearBridge US Smaller Companies UCITS ETFIndex, costs, backtest, listings and taxation

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Investment Objective To provide long term growth and maximise returns through investment in small and mid-capitalisation companies in the US.

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Investment PolicyThe Fund invests in equities of US companies of small and medium market capitalisation. The Investment Manager defines small and mid-capitalisation stocks as those US stocks which fall within a market cap range of $500 million to the largest constituent of the Benchmark at the time of purchase. To a lesser extent, the fund may invest in securities of non-US issuers such as American Depository Receipts and other US listed equity securities. Derivatives and techniques The Fund may use derivatives for hedging, efficient portfolio management and investment purposes. Strategy In a bottom-up process, the investment manager focuses on an in depth analysis of individual company fundamentals. SFDR category Article 6 (does not promote environmental and/or social characteristics or have a sustainable investment objective under EU regulations). Base currency US dollar (USD). Benchmark(s) Russell 2500 Growth Index-NR. Used for performance comparison only. The fund is actively managed and may deviate materially from that of the benchmark(s). Share Class Policy For accumulation shares, income from investments is reinvested in the Fund and reflected in the price of shares. Key Information Document Page 1 of 3 Buying and selling shares You may buy or sell shares daily through a broker on the stock exchange where the shares are traded. Authorised participants, such as selected financial institutions, may buy or sell shares directly with the fund, on any day markets are open for business in the United Kingdom (provided that on such day the markets on which substantially all of the Fund’s investments are traded are open). Intended retail Investor Investors who understand the risks of the Fund and plan to invest for at least 3 to 5 years. The Fund may appeal to investors who: • are looking for long-term investment growth • are interested in exposure to US equity markets of small and medium capitalization companies as part of a diversified portfolio • have a high risk profile and can tolerate significant short-term changes in the share price Product availability The Fund is available to all investors with at least basic investment knowledge, through a wide range of distribution channels, with or without the need for advice. Terms to understand derivatives: Financial instruments whose value is linked to one or more rates, indexes, share prices or other values. equities: Securities that represent partial ownership of a company. efficient portfolio management: A strategy aimed at reducing risk, lowering costs or generating additional capital or income for the Fund through the use of derivatives. These strategies must align with the Funds risk profile. Depositary The Bank Of New York Mellon SA/NV Further Information Please refer to the 'Other relevant information' section below.

• Directazero within the savings plan (buys)