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HomeJadwa Global Sukuk Fund - Class B

Jadwa Global Sukuk Fund – Class B

Latest Price NAV

USD
135.43
as of
12/Sep/23

Objective

The Fund aims to generate market returns by investing in a diversified portfolio of local, regional and global Sukuks based on Shariah principles approved by Shariah Committee . This class of units available for investment only for Jadwa Investment employees

Key Facts

Launch Date :
8/Oct/07
Asset Type :
Base Currency :
Total Net Asset (USD M) :
70.93
Benchmark :
Index is not available on Lipper Database
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
N.A
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-0.26

5 Yrs Performance

0.90

10 Yrs Performance

1.50

Top Holdings

1.
Bank Al Jazira Sukuk
4.4
%
2.
Emg Sukuk Ltd
3.22
%
3.
Riyad Sukuk Limited 250230
2.81
%
4.
Garuda Id Global Sukuk
2.76
%
5.
Dubai Dof Sukuk Ltd
2.52
%
6.
Saudi Electric Global Sukuk
2.51
%
7.
Saudi Electric Seco Float 01/54
2.51
%
8.
Dp World Crescent Ltd
2.44
%
9.
Sadara Basic Services Co
2.41
%
10.
DIB TIER 1 Sukuk 2 LTD
2.34
%

Portfolio Composition

1.
United Arab Emirates
34.5
%
2.
Saudi Arabia
21.2
%
3.
Pakistan
10.3
%
4.
Turkey
10.3
%
5.
Cash
9.5
%
6.
Indonesia
8.4
%
7.
Qatar
5.9
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
1
Actual Charge :
N.A

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1

Contact

Company Name:
Jadwa
Website :
www.jadwa.com