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HomeAudi Income Fund

Audi Income Fund

Latest Price NAV

USD
8.35
as of
12/Sep/23

Objective

The fund aims to invest in international bonds and sukuk

Key Facts

Launch Date :
14/Apr/19
Asset Type :
Base Currency :
Total Net Asset (USD M) :
2.78
Benchmark :
Index is not available on Lipper Database
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
N.A
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-2.30

5 Yrs Performance

N.A

10 Yrs Performance

N.A

Top Holdings

1.
ICD Sukuk Co Ltd 5% 01/02/2027
10.8
%
2.
Arabian Centres Sukuk Ltd 5.375% 26/11/2024
10.2
%
3.
Dar AlArkan Sukuk Co Ltd 6.875% 26/02/2027
8.8
%
4.
DIB Tier 1 Sukuk 3 Ltd 6.25% VRN Perp
7.2
%
5.
Adib Capital Invest 7.125% VRN Perp
7.2
%
6.
DP World Salaam 6% VRN Perp
7.2
%
7.
MAF Sukuk Ltd 4.638% 14/05/2029
6.9
%
8.
KIB Tier 1 Sukuk Ltd 5.625% VRN Perp
6.9
%

Portfolio Composition

1.
United Arab Emirates
45.9
%
2.
Saudi Arabia
25.5
%
3.
Qatar
13.2
%
4.
Kuwait
6.9
%
5.
Bahrain
6.8
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
0.75

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 :
N.A

Contact

Company Name:
Audi Capital JSC
Website :
www.audisaudiarabia.com