|Fund manager group |
|Franklin Templeton |
|Fund manager company |
|Franklin Temp Intnl Serv SARL |
|Fund type |
|Offshore Fund |
|Fund objective |
|The Fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies across the entire market capitalisation spectrum in the Middle East and North Africa (MENA) region, including, but not limited to Bahrain, Egypt, Jordan, Kuwait, Lebanon, Morocco, Oman, Qatar, Saudi Arabia, Tunisia and the United Arab Emirates. |
- S&P Pan Arab Composite Large Mid Cap KSA Capped at 30 percent
|Investment style |
|Investment method |
|Fund managers |
|Bassel Khatoun||15/06/2008||Mr. Bassel Khatoun serves as Portfolio Manager at Franklin Templeton International Trust - Franklin World Perspectives Fund. Mr. Khatoun serves as Co-Head of MENA Equity and Portfolio Manager at Franklin Templeton Investments (Middle East) Limited. Mr. Khatoun was employed in the Investment Banking Division at Citigroup, which he joined in 2002 and has been involved in the origination and execution of mergers and acquisitions, debt and equity mandates across the European financial institutions sector. He has over seven years of relevant financial experience. Mr. Khatoun received a B.A. degree in Philosophy, Politics, and Economics from Oxford University (1st Class Honours). |
|Purav Jhaveri||15/06/2008||Purav A. Jhaveri is a senior vice president and investment strategist/portfolio manager in Franklin Templeton's Local Asset Management group. He is responsible for supporting the investment functions of the locally managed and distributed products globally. Local asset management refers to the strategic investments that Franklin Templeton has made in local asset management companies around the world in order to leverage the expertise of well-qualified investment and financial services professionals who have first-hand knowledge of their domestic markets. Today, the company has locally managed and distributed products in Brazil, Canada, China, India, Japan, Korea and the United Arab Emirates (UAE).Mr. Jhaveri has been in the investment industry since 1994. Prior to serving in his current role, Mr. Jhaveri was a portfolio manager with Franklin Templeton's local asset management group in Mumbai, India and a research analyst with the Templeton Emerging Markets Group in Mumbai, India. Prior to joining Franklin Templeton, he was an investment advisor and research analyst at ANZ Grindlays Bank. He was previously with Unit Trust of India as a research analyst.Mr. Jhaveri has an M.B.A. from Wharton School of the University of Pennsylvania. He earned his master's in management from Narsee Monjee Institute of Management Studies, University of Bombay and his bachelor of commerce degree from Jaihind College, University of Bombay. Mr. Jhaveri has a Financial Risk Manager (FRM) certification from Global Association of Risk Professionals. He is a Chartered Financial Analyst (CFA) Charterholder. |
|Stephen Dover||15/06/2008||Stephen H. Dover, CFA, is the senior vice president/managing director, international chief investment officer of Franklin Templeton Advisors. He is responsible for overseeing the investment functions of the locally managed and distributed products in South Korea, Brazil, China and India.
In his capacity of overseeing the investment areas of local asset management companies, Mr. Dover has managed investment groups in: South Korea, China, Taiwan, Japan, France, Italy, Hong Kong, Singapore, India, South Africa and Brazil.
Prior to serving in his current role, Mr. Dover was a founder and chief investment officer of Bradesco Templeton Asset Management (BTAM), a joint venture with Brazil's largest private bank, in Sao Paulo, Brazil. Under Mr. Dover's direction, BTAM became the largest joint-venture asset management company in Brazil. While at BTAM, Mr. Dover specialized in the management of corporate governance funds.
Prior to joining Franklin Templeton Investments, Mr. Dover was a portfolio manager and principal at Newell Associates in Palo Alto, CA where he co-managed retail and institutional equity assets. Previously, Mr. Dover worked for Towers Perrin Consulting in New York, London and San Francisco.
Mr. Dover is a member of the Board of Directors of a non-profit development bank focusing on micro-loans in Central America. Mr. Dover is also on the Board of Trustees of Lewis and Clark College and Law School in Portland, OR.
Mr. Dover earned a B.A. in communications and business administration from Lewis and Clark College in Portland, OR and a M.B.A. in finance from The Wharton School of Business at the University of Pennsylvania. He is a Chartered Financial Analyst (CFA) Charterholder as well as a Certified Financial Planner (CFP). Mr. Dover has lived in China, Costa Rica, England, Brazil and the United States. |
|Salah Shamma||15/06/2008||Mr. Salah Shamma is Co-Head of MENA Equity at Franklin Templeton Investments (Middle East) Limited. Mr. Shamma portfolio manager at Franklin Templeton International Trust - Franklin World Perspectives Fund. Previously, Mr. Shamma was employed in the Debt Asset Management department at Shuaa Capital in Dubai. Mr. Shamma co-managed the first Arab fixed income fund (TAIF) and was actively involved in the Franklin Templeton Investments' capital markets dealings. He has over seven years of relevant experience in regional asset management. Mr. Shamma holds a Bachelor of Business Administration from the American University of Beirut. |
|Transparent for Austrian Tax, Transparent for Swiss Tax, Reporting Fund Status, UCITS IV Compliant, UCITS V Compliant, MAS Unrestricted Scheme |
|No data available. |
|Fund for sale in |
|Austria, Belgium, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Spain, Estonia, Finland, France, United Kingdom, Gibraltar, Greece, Guernsey, Hong Kong, Hungary, Ireland, Italy, Jersey, Republic Of Korea, Lithuania, Luxembourg, Latvia, Macau, Mauritius, Netherlands, Norway, Offshore, Poland, Portugal, Singapore, Slovakia, Sweden, South Africa |