LU2458330169
Franklin Shariah Technology Fund

  • Equities
  • Global
  • SGD Cash, SRS
  • Accumulating
Invest with
SGD Cash, SRS
Payout type
Accumulating
Risk rating
6
About this fund
Description
The Fund aims to achieve capital appreciation by investing primarily in equity securities of companies expected to benefit from the development, advancement and use of technology and are consistent with Shariah investment principles.
Key information
Annual report
Product Highlight Sheet
Prospectus
Factsheet
Our perspective
Why we think this fund is best-in-class
product
Product
Enables access to unique company names spanning 10 techology sub-sectors worldwide, all aligned with Shariah principles.Singapore's only retail investor-accessible, Shariah-compliant technology equity fund.Concentrated portfolio of the best ideas that will drive digital transformation across diverse industries.Based on the well-established Franklin Technology Fund, which boasts a time-tested track record dating back to 2000.
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people
People
Highly experienced, large team of more than 12 investment professionals which allows for a wide and dedicated coverage on the various identified sub-sectors.Lead PM, Jonathan Curtis, is a well-known investor in this field and comes with a background in electrical and software engineering and has more than 30 years of investing experience.Shariah alignment is overseen by the Amanie International Shariah Supervisory Board, consisting of highly experienced Shariah scholars experienced in Shariah advisory and consultancy, training and research & development for institutional and corporate clientele focusing on Islamic financial services.
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performance
Performance
Since inception in February 2022, the Fund has demonstrated performance that tracks closely to its parent strategy, the Franklin Technology Fund.
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process
Process
Employs a primarily bottom-up analysis to identify a concentrated number of long-term, high-conviction leaders and innovators across more than 20 sectors and themes.The investment list is vetted by the Amanie Supervisory Board to ensure that the companies chosen are Shariah-compliant. If evaluated as haram, the company would be removed from the eligible list and the Fund would not be able to invest in it.Criteria for exclusion include poor debt ratio, or the company’s involvement in haram business activities such as production/sales of alcohol, tobacco, gambling, weapons, pork, adult entertainment, and interest-bearing financial services.
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cost
Cost
Retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
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selectionCriteria
How it fits in a portfolio
Investors, particularly Muslim investors, who are looking to invest in Shariah-compliant technology stocks may find this Fund attractive. The Fund is managed by a renowned investment team based in Silicon Valley, with additional Shariah oversight from a well-established team of Shariah advisors.Investors should be mindful that the Fund’s focus on a single sector (technology), coupled with the smaller investable universe produced by the Shariah filter, can result in a portfolio that is concentrated with high exposure to single sector risk. It is recommended that the Fund be used in tandem with a globally diversified investment portfolio.Updated as of 2022/8/14
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Invest in this fund
Performance
Shows the total return of this accumulating fund, which includes dividends reinvested.
Total returns
All Time
36.89%
YTD
4.99%
1 month
-0.66%
6 month
12.34%
1 year
14.25%
3 year
73.36%
As of Aug 2025
Distributions
This is an accumulating fund, so dividends are re-invested at the fund level.
Risk metrics
Max drawdown
-35.37%As of Aug 2025
Volatility
24.85%As of Aug 2025
Calendar returns
YearTotalJanFebMarAprMayJunJulAugSepOctNovDec
2025-0.6%-7.1%-11.8%0.5%9.9%9.3%6.2%-0.7%----
202427.2%6.1%7.4%0.5%-4.5%4.3%9.3%-5.9%-0.5%-0.6%1.1%5.2%2.9%
202358.6%10.7%4.0%7.5%-4.1%15.8%6.1%2.2%-1.6%-5.4%-3.4%13.5%4.3%
2022---0.0%-14.9%-6.7%-8.5%12.9%-3.7%-10.3%0.6%0.1%-9.4%
Top Exposures
NVIDIA Corp9.62%
Microsoft Corp9.58%
Broadcom Inc8.14%
Taiwan Semiconductor Manufacturing Co Ltd ADR5.01%
Apple Inc4.75%
Meta Platforms Inc Class A4.31%
Synopsys Inc4.21%
Oracle Corp3.79%
ServiceNow Inc2.84%
Arista Networks Inc2.72%
Cadence Design Systems Inc2.38%
ASML Holding NV2.32%
Alphabet Inc Class C2.20%
Salesforce Inc2.14%
KLA Corp2.06%
Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.
Fund fees
1.87%1.12% p.a.
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Fund facts
ISIN
LU2458330169
Fund house
Franklin Templeton
Fund size
S$121.2M
As of 29 Aug 2025
Fund inception date
30 Mar 2022
Fund class currency
SGD
Fund share class
A SGD Acc
Oldest share inception date
24 Feb 2022
Pricing frequency
Daily

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