Objective
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To achieve long term capital appreciation through investing in blue-chip companies listed on the Kuwait Stock Exchange.
Strategy
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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
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Investment in Kuwaiti Dinars
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Subscription and redemption are weekly
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Multi-award winning
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Actively managed Kuwaiti equities fund
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Its objective is outperforming the KIC index
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Achieved 23.1% CAGR since inception in 1999
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The fund's investment decisions rely heavily on research driven top-down considerations.