Franklin MENA Fund

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Franklin MENA Fund

Franklin MENA Fund

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

Price

Ranking

Sector:	Global-Equity-Emerging Markets
Size:	(EUR) 62 800 000

Sector Rank:	27 out of 29
(lump sum over 3 years to 30 Apr 2025)

Overall Rank:	408 out of 490
(lump sum over 3 years to 30 Apr 2025)

R20000 invested on 30 Apr 2022 was worth R24 269 at 30 Apr 2025
(6.66% annual compound return)

R5000 per month since 30 Apr 2022 was worth R203 000 at 30 Apr 2025
(7.68% 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%