Our Asset Management division offers the management of Discretionary Portfolio and a range of funds which includes money market funds Al Murabeh SAR Fund and equity mutual funds Ithmar, Akar, Amwal, Albilad Pure Saudi Equity Fund and Al-Seef Fund. At the same time asset management provides clients with accurate information and data on their investments with transparency. The department also publishes Mutual fund units' prices, as well as reports of funds’ performance on the website.
Asset management provides several kinds of equity funds. Currently asset management provides the following funds
Investment Funds Voting Policy
Money Market Fund:
Asset management provides Al Murabeh Fund as a money market fund in the local currency. The fund is based on Murabaha concept. The fund allows the clients to invest with minimal risk.
Asset Management also provides discretionary portfolio services that assist private and institutional investors achieve their investment objectives and who prefer to have their investment portfolio managed by professional portfolio managers and that provide specialists in the areas of financial analysis and research, and the configuration is designed that investment portfolio based on the needs and investment objectives of the client and expected returns and appropriate risk level, while taking into account the time horizons.
Discretionary Portfolio Management (DPM)
Adopt conservative investment strategy for instructions and risk policy at the client, where the client can choose any of the following options:
Discretionary Portfolio: The client determines the objectives and the level of risk without raising and addressing a strategy and portfolio investments. A specialized team in asset management identifies and fully manages the investment mandate according to set policies of the client.
Semi Discretionary Portfolio: The client determines the objectives and the level of risk, identifies the investment strategy and determines acceptable investment instruments. The specialized team in asset management diversifies the portfolio in line with the investment mandate that is set according to the client's instructions.
Non-Discretionary Portfolio: The client determines the objectives, the level of risk, identifies the investment strategy and identifies the investment instruments and the investment diversification. The role of asset management is the implementation and follow-up on the execution of customer investments.
Added value to the client in private investment portfolios:
Enjoy greater flexibility than traditional funds. Where they can diversify investments among multiple asset classes (Murabaha, Equities etc.) or diversity in the same class of assets (Long-Term and Short-Term Murabaha)
- Provide the necessary reports with the periodic review of portfolio performance for all the above-mentioned services according to the client requirements.
- Provide consultation services in the event of the client's desire to consult specialists in relation to their portfolio and other investments.
- Provide a study on all economic conditions and financial factors and investment through a specialized research team before making any investment decision or advice
For additional information regarding Albilad Capital's Asset Management services:
Please contact +966 92000 3636
You can also email us on firstname.lastname@example.org