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Local and GCC Equity Fund
Fund Objective
The Fund seeks to appreciate its capital in a Sharia-Compliant manner by investing in the securities of companies listed on Boursa Kuwait and other GCC stock markets while focusing on blue chips. This aims at generating competitive return within an acceptable risk level. The Fund aims at distributing funds, if any, on an annual basis upon the discretion of the Fund Manager.
Executive Committee
- Badria Hamad Al Humaidhi
- Asok Kumar Ayinikkal
- Mohammad Mane Alajmi
- Omar Abdulaziz AlRasheed
- Abdulmohsen Sameer Al Gharaballi
Net Asset Value (NAV): KWD 1.3272
| Performance (as of 12-May-2025) | |
| Cumulative 1 Week Return | 1.89% |
| Cumulative MTD Return | 1.43% |
| Cumulative 1 Month Return | 3.36% |
| Cumulative YTD Return | 1.53% |
| Cumulative 1 Year Return | 3.70% |
| Cumulative 2 Years Return | 12.95% |
| Cumulative Return Since Inception (16/01/2020) | 35.22% |
| Annualized Return Since Inception (16/01/2020) | 6.49% |
| Note: Above returns are inclusive of Cash dividend distributed | |
Fund Strategy
Invest in in the securities of companies listed on Boursa Kuwait and other GCC stock markets while focusing on blue chips. The Fund Manager may invest in sovereign sukuk issued by the governments of the GCC countries, or guaranteed by the same, at the time of investment and/or other securities & debt instruments funds or other money market funds which are Shariah-Compliant.
Why invest in the Local and GCC Equity Fund?
- Low minimum investment
- Well diversified Portfolio
- Flexible online subscriptions and redemptions
- Possible annual distributions
- Weekly liquidity
Fund Facts
| Fund structure | Open-ended |
| Fund type | Equity Fund |
| Currency | Kuwaiti Dinar |
| Liquidity | Weekly |
| Capital | Variable (from USD 2 million to 1 billion) |
| Minimum subscription | KWD 1,000 |
| Subscription fees | None |
| Redemption fees | None |
| Management fees | 0.75% |
| Performance fees | None |
| Fund Manager | Boubyan Capital Investment Company K.S.C.C. |
| Custodian & Investment Controller | Kuwait Clearing Company |
| Shari'a Auditor | Legitimate Audit House Company K.S.C.C. |
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