Franklin MENA Fund

Offshore Trusts

ManCo List

Funds by Name

Funds by Category

Word Search

FAQ

Franklin MENA Fund

Franklin MENA Fund

Franklin Templeton Investment Funds
	Franklin MENA Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-Emerging Markets
Size:	(EUR) 64 560 000

Sector Rank:	27 out of 28
(lump sum over 3 years to 31 Aug 2025)

Overall Rank:	420 out of 491
(lump sum over 3 years to 31 Aug 2025)

R20000 invested on 31 Aug 2022 was worth R23 715 at 31 Aug 2025
(5.84% annual compound return)

R5000 per month since 31 Aug 2022 was worth R194 062 at 31 Aug 2025
(4.83% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Stephen Dover, CFA

Purav Jhaveri

Bassel Khatoun

Salah Shamma

Focus and Objective
The FTIF Franklin MENA Fund aims to achieve long-term capital appreciation through investing in securities across the entire market capitalization range in markets in the Middle East and North Africa (MENA). To achieve this objective, the Fund invests in stocks capable of outperforming the market through economic cycles.

Technical Overview
Benchmark:	MSCI Arabian Markets (single country constituents capped at 40%, Saudi Arabia 10% cap)
Base currency:	EUR	Domicile	Luxembourg

Top holdings on 30 Sep 2021

Share (Sector)	Value (EUR)	% of fund
ALRAJHI (Banks)	4 064 100	7.13%
QATARNATIONAL (Banks)	3 482 700	6.11%
COMIEGYPT (Banks)	2 701 800	4.74%
CLEOPATRAHOSP (Healthcare)	2 354 100	4.13%
EMAARPROP (Foreign Property)	2 319 900	4.07%
INDOFQATAR (Goods & Services)	2 040 600	3.58%
COMMBANKQATAR (Banks)	2 040 600	3.58%
EMIRA NBD (Financial Services)	1 761 300	3.09%
TOTALS	20 765 100	36.43%