Services
Tailored to Investor Profile
Portfolios
| Country Specific Equity Portfolios |
| Inv. Objective: Long term capital appreciation with absolute or relative benchmarks |
| Inv. Strategy: The portfolio pursues its investment objective primarily through investments in a diversified equity portfolio invested in securities listed and traded on the stock exchange of a specific country. By adjusting the asset allocations, the portfolio can maximize returns in bull and bear markets. The portfolio can be positioned to meet varying risk profiles. |
| Sector Specific Equity Portfolios |
| Inv. Objective: Long term capital appreciation with absolute or relative benchmarks |
| Inv. Strategy: The portfolio pursues its investment objective primarily through investments in a diversified equity portfolio invested in a specific sector across the MENA region. |
| Regional Equity Portfolios |
| Inv. Objective: Long term capital appreciation with absolute or relative benchmarks |
| Inv. Strategy: The portfolio pursues its investment objective primarily through investments in a diversified equity portfolio invested in securities listed and traded on regional stock exchanges in the MENA* region. By adjusting the asset allocations, the portfolio can maximize returns in bull and bear markets. The portfolio can be positioned to meet varying risk profiles. |
| Shariah Compliant Equity Portfolios |
| Inv. Objective: Long term capital appreciation with absolute or relative benchmarks |
| Inv. Strategy: The portfolio pursues its investment objective primarily through investing only in shari'a compliant securities listed and traded on the MENA* stock exchanges. The guidelines would include quantitative and qualitative screening. |
| Sector Specific Equity Portfolios |
| Inv. Objective: Long term capital appreciation with absolute or relative benchmarks |
| Inv. Strategy: The portfolio pursues its investment objective primarily through investments in a diversified equity portfolio invested in a specific sector across the MENA region. |
| Indexed Portfolios |
| Inv. Objective: Match the returns of any acceptable Index offering diversification and reducing tracking error |
| Inv. Strategy: The portfolio will be invested entirely in equities listed in an acceptable regional index offering diversification through passive management. It will be rebalanced in accordance with the periodical index rebalancing with a focus on cash dividend re-investment on a frequent basis. |
| Balanced Portfolios |
| Inv. Objective: Long-term capital growth with primary emphasis on capital preservation |
| Inv. Strategy: A portfolio pursues its investment objective by allocating 40-60% of funds to equity holdings listed and traded on the regional stock exchanges, and investing 40-60% in fixed income vehicles, such as sovereign and corporate bonds and other money market instruments. |
| Capital Protected Portfolios |
| Inv. Objective: Provide capital guarantee over 3-5 years while capturing most of the upside of the stock market |
| Inv. Strategy: Capital appreciation primarily through investments in a regional equity index and capital preservation through dynamic asset allocation (Delta Hedging). |
| Dynamic Asset Allocation Portfolios |
| Inv. Objective: Capital appreciation while exceed the return of the benchmark index portfolio with less volatility |
| Inv. Strategy: A portfolio pursues its investment objective primarily through periodic shifting of assets between stocks, bonds and cash based upon a quantitative process. |
| Fixed Income Portfolios (EGP, USD) |
| Inv. Objective: Long-term capital growth with low risk and limited volatility |
| Inv. Strategy: It is a portfolio that seeks preserving capital & providing adequate returns to hedge inflation through investing in diversified fixed income instruments of credible issuers with a target duration of 5 years (conventional or Islamic). |
| Money Market Portfolios (EGP, USD, Euro) |
| Inv. Objective: A portfolio providing daily liquidity while preserving capital and maximizing return |
| Inv. Strategy: A portfolio managed as a current account with competitive daily interest, interest is calculated, credited and compounded daily investing in secure, high yielding, short-term interest bearing instruments. The accounts benefit investors by providing flexibility, liquidity, and daily interest. |
*The MENA Region is defined as: Morocco, Tunisia, Egypt, Sudan, Jordan, Lebanon, Palestine, Saudi Arabia, Kuwait, United Arab Emirates, Qatar, Bahrain and Oman