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Overview

The strategy’s investment objective is to maximise, consistent with prudent investment management, total investment return consisting of a combination of profit income, capital appreciation and currency gain, by investing in a portfolio of fixed- and floating-rate Shariah-compliant securities from across the globe.

Key Features

Fundamental research performed by local and regional analysts

We have a local and regional, investment team in Dubai and Kuala Lumpur that are recognized for its expertise in managing global Sukuk strategies. The team has the full access to global insights and expertise of fixed income investment, trading and risk professionals within Franklin Templeton’s well-established, integrated global platform.

An actively managed investment approach

We believe that a diversified portfolio of lowly-correlated positions, selected on the basis of intensive bottom-up research and guided by top-down macroeconomic and quantitative analysis, has the potential to deliver above-benchmark returns over a full market cycle. The portfolio is constructed with a comprehensive risk framework that seeks to manage volatility and downside risk. The investment team uses a proprietary and industry leading Sukuk rulebook that screens over 150 Shariah standards and produces a Shariah-compliance score for each Sukuk.

Access to rapidly growing economies and an expanding Sukuk market

The strategy provides the opportunity to invest in economies that have exhibited strong fundamentals and a global Sukuk market that has expanded significantly over the last decade.

Other Strategies to Consider

Contact us to learn about our investment capabilities

Important Information

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. The value of shares and income received can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency and exchange-rate fluctuations. Reduced liquidity may affect the ability to sell assets and have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy. Investments may also be exposed to operational risks, being the risk that operational processes may fail, resulting in losses as well as other risks (that can be outside of their control).