Objective

To achieve long term capital appreciation through investing in blue-chip companies listed on the Kuwait Stock Exchange.

Strategy

The fund's strategy is to invest in listed securities with strong fundamentals and managements. Holdings are primarily concentrated on 70-80% Large cap stocks with 30-20% on Mid caps. The Fund aims to outperform by superior stock selection rather than market timing. Both Growth & Value stocks are considered.

Features

• Investment in Kuwaiti Dinars
• Subscription and redemption are weekly
• Multi-award winning
• Actively managed Kuwaiti equities fund
• Its objective is outperforming the KIC index
• Achieved 23.1% CAGR since inception in 1999
• The fund's investment decisions rely heavily on research driven top-down considerations.

NAV	KWD 4.37601085
Value Date	16/05/2013
Maturity	15 years renewable
Liquidity	Weekly
	Prospectus
	Archive Data