franklin templeton obtient l`autorisation de distribuer en suisse trois

Franklin Templeton Switzerland Ltd
Stockerstrasse 38
8002 ZUrich
Switzerland
COMMUNIQUE DE PRESSE
24 mars 2014
FRANKLIN TEMPLETON OBTIENT L’AUTORISATION DE DISTRIBUER EN
SUISSE TROIS FONDS CONFORMES À LA CHARIA:
GLOBAL SUKUK, GLOBAL EQUITY & SHARIAH ASIAN GROWTH
Zurich – 24 mars 2014 – Les investisseurs internationaux en Suisse peuvent avoir accès, depuis le
13 mars 2014, à trois fonds Charia Franklin Templeton Investments1. Ces fonds s’adressent aux
investisseurs recherchant des placements compatibles avec les principes juridiques islamiques de
l’investissement, et font partie de la gamme de fonds Charia Franklin Templeton Shariah Funds
(FTSF) domiciliés à Luxembourg.
Fonds Franklin Templeton Global Sukuk2: Ce fonds se concentre sur le marché des taux d’intérêts
fixes et variables, dont les titres sont conformes à la Charia et sont émis par des gouvernements et
agences liées à des gouvernements, ainsi que par des entreprises. Le fonds peut investir dans des
titres de créance quelle qu’en soit la qualité, y compris ceux du type «investment grade» et «non
investment grade», sur les marchés développés ou émergents. Le fonds Franklin Templeton Global
Sukuk est le premier fonds Sukuk global, conforme aux règles UCITS3 pour les investisseurs
internationaux.
Fonds Templeton Shariah Global Equity2: Ce fonds réunit la compétence value du groupe dans un
fonds qui investit globalement, en ciblant les valeurs les plus fortement sous-évaluées, et ce,
indépendamment du pays, du benchmark ou du style de placement.
Fonds Templeton Shariah Asian Growth2: Ce fonds cible les opportunités les plus attractives dans
les marchés émergents les plus importants, en investissant au moins 80% des actifs nets dans des
titres d’entreprises ayant leur siège en Asie (hors Australie, Nouvelle-Zélande et Japon).
Jens Kruse, Directeur de Franklin Templeton Switzerland Ltd, s’exprime à propos de ces
nouveaux fonds: «L’importance du Sharia-Investing est croissante pour nos clients qui peuvent
diversifier leurs portefeuilles grâce à ces solutions d’investissement. Les ressources globales et
l’expertise complète de Franklin Templeton nous permettent de proposer aux investisseurs des
stratégies de haute valeur, compatibles avec les principes juridiques de la Charia.»
L’expertise de Franklin Templeton en matière de fonds Charia
Au 31 décembre 2013, Franklin Templeton gérait globalement plus de 1,8 milliard de dollars US
d’actifs islamiques conformes à la Charia. Les mandats sukuk bénéficient du know-how spécifique de
l’entreprise en matière d’investissement, à Singapour, Hong-Kong, aux Emirats Arabes Unis et en
Malaisie, tandis que les mandats d’actions recourent aux connaissances expertes d’équipes
spécialisées qui gèrent un large éventail de placements globaux, régionaux et locaux Franklin
Templeton fait partie des quelques sociétés d’investissement étrangères ayant sa propre gestion de
portefeuilles conformes à la Charia en Malaisie, le plus important émetteur d’obligations islamiques
sukuk du monde.
—FIN—
Contacts de Presse
Seraina M. Roos
Marketing & PR Manager
Franklin Templeton Switzerland Ltd
Stockerstrasse 38 | 8002 Zürich
T +41 44 217 81 80
E [email protected]
Oliver Trenk
Manager Public Relations Central Europe
Franklin Templeton Investment Services GmbH
Mainzer Landstrasse 16 | 60325 Frankfurt
T +49 69 272 23 718
E [email protected]
Franklin Templeton Investments
Franklin Templeton Investments with its headquarters in San Mateo, California/USA, is one of the leading asset
management companies worldwide with assets under management of US$ 879 billion (as of 31 December
2013) of which US$ 207 billion are to be attributed to the institutional business. Franklin Templeton Investments’
distinct multi-manager structure combines the specialized expertise of five world-class investment platforms:
Franklin, Templeton, Mutual Series, Franklin Templeton Fixed Income and Alternative Asset Management
Groups. The parent company Franklin Resources, Inc. is listed on the New York Stock Exchange under the
ticker symbol BEN. 9.000 employees in 35 countries worldwide stand for the high quality of the Franklin
Templeton Funds. With 17 specialists in Zurich and Geneva, Franklin Templeton Switzerland Ltd represents 86
Funds in Switzerland.
For further information on Sukuk investing with Franklin Templeton Shariah Funds, please call us on +41 44 217
81 81 or visit our website www.franklintempleton.ch.
Notes to Editors
1. Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization operating as Franklin Templeton Investments. Franklin Templeton Investments
provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity
Management and K2 investment teams. The San Mateo, CA-based company has more than 65 years of investment experience and over US$879 billion in assets under
management as of 31 December 2013.
2. Franklin Templeton Global Sukuk Fund, Templeton Shariah Global Equity Fund and Templeton Shariah Asia Growth Fund are sub-funds of Franklin Templeton Shariah
Funds (FTSF) a Luxembourg-domiciled SICAV range. For further information, please refer to relevant Key Investor Information Document. Past performance is no
guarantee of future performance. This press release does not constitute or form part of any offer for shares or an invitation to apply for shares. Subscriptions for shares can
only be made on the basis of the Fund’s current prospectus and the relevant Key Investor Information Document, accompanied by the latest available audited annual report
and the latest semi-annual report if published thereafter. The price of the shares of the Funds and the income received from them can go down as well as up, and investors
may not get back the full amount invested. Currency fluctuations may affect the value of overseas investment. An investment in the Franklin Templeton Shariah Funds
SICAV entails risks, which are described in the Fund’s prospectus and relevant Key Investor Information Document. No shares of the SICAV may be directly or indirectly
offered or sold to nationals or residents of the United States of America. Shares of the Fund are not available for distribution in all jurisdictions and prospective investors
should confirm availability with their local Franklin Templeton Investments representative before making any plans to invest
3. UCITS = Undertakings For The Collective Investment Of Transferable Securities – a public limited company that coordinates the distribution and management of unit
trusts amongst countries within the European Union.
Investments in emerging and frontier market countries, financial derivative instruments and specific sectors or geographical areas are subject to a higher degree of risk, as
described in the section “risk considerations” of the prospectus. The investment activities will be undertaken in accordance with the Shariah Guidelines. As a consequence,
the performance of a Fund may possibly be lower than other investment funds that do not seek to strictly adhere to the Islamic investment criteria. The requirement to
“purify” cash holdings or dividend income will likely result in payments being made to charities. The return to investors will be reduced by the amount of such payments.
References to particular industries, sectors or companies are for general information and are not necessarily indicative of a fund’s holding at any one time.
This press release is intended to be of general interest only, and does not constitute professional advice. Franklin Templeton Investments and its management groups have
exercised professional care and diligence in the collection and processing of the information in this press release. Franklin Templeton Investments makes no
representations or warranties with respect to the accuracy of this document. Franklin Templeton Investments shall not be liable to any user of this report or to any other
person or entity for the inaccuracy of information contained in this press release or for any errors or omissions in its contents, regardless of the cause of such inaccuracy,
error or omission.
Any research and analysis contained in this document has been procured by Franklin Templeton Investments for its own purposes.
Issued by Franklin Templeton Switzerland Ltd, a company authorized and regulated by the Swiss Financial Market Supervisory Authority FINMA as representative of
Franklin Templeton Shariah Funds.
For more information on our Funds, please visit our website www.franklintempleton.ch.
© 2014. Franklin Templeton Investments. All rights reserved.
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