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HomeJadwa Arab Markets Equity Fund - Class B

Jadwa Arab Markets Equity Fund – Class B

Latest Price NAV

USD
159.33
as of
12/Sep/23

Objective

The fund aims to To generate a long term returns to unit holders by investing in Arab Markets / REITs Funds based on Shariah Principles that approved by Shariah Committee. This class available for investment only for Jadwa Investment employees

Key Facts

Launch Date :
30/Jun/07
Asset Type :
Base Currency :
Total Net Asset (USD M) :
20.43
Benchmark :
S&P Pan Arab Shariah TR
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
0.76
Geographical Focus :
MENA
Shariah Compliant
Shariah

Performance

3 Yrs Performance

25.29

5 Yrs Performance

18.86

10 Yrs Performance

12.52

Top Holdings

1.
Saudi Arabian Oil Company
8.12
%
2.
Industries Qatar
6.15
%
3.
Al Rajhi Bank
6.1
%
4.
Aramex Co
6
%
5.
Human Soft Holding Co
5.86
%
6.
Emaar Properties Pjsc
4.6
%
7.
Adnoc Distribution
4.09
%
8.
Advanced Petrochemicals Co
3.54
%
9.
Saudi Telecom Co
3.49
%
10.
Saudi Basic Industries Corp
3.02
%

Portfolio Composition

1.
Kuwait
10
%
2.
United Arab Emirates
6.8
%
3.
Qatar
6
%
4.
Egypt
2
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.95

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
3
Actual Charge :
N.A

Redemption Charges

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

Contact

Company Name:
Jadwa
Website :
www.jadwa.com