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Equity Funds

Global Saudi Equity Fund

 

Investment Objective

Achieving long term capital growth with predefined and controlled levels of risk, by investing in stocks listed on the Saudi stock exchange. In addition, the fund will aim to achieve returns that exceed the average by benefiting from the expected economic growth in Saudi Arabia while maintaining a suitable level of diversification for fund assets and reduction of total risk by investing in different marker sectors.

 

Investment Philosophy

The fund implements an active and effective approach in managing the fund. The investment philosophy the fund manager follows is built upon a disciplined, yet flexible long term approach to value oriented investing in the Saudi market which allows Global to look beyond short-term market volatility.

Investment  Style

• Stock picking utilizing Bottom-up approach with emphasis on value
Our goal is to select companies selling at a discount to intrinsic value. We identify intrinsic value through rigorous fundamental analysis and research conducted by an experienced investment team. Research is done on a company-by-company basis to determine the economic worth of companies based on projected future earnings and cash flows taking into consideration economic and market activity.

• Long term approach
We believe that in the short run stocks may overreact to news and noise. On the long term basis, however, markets are efficient and reward those who have identified undervalued stocks at an early stage.

 

Fund Summary

Legal Structure:

Open-ended
Fund Manager:

Global Investment House - Saudia
P.O.Box 66930
Riyadha 11586

Auditor

Ernst & Young – Riyadh

 

 

 

 

 

Equity Funds
Global Al Mamoun Fund
Global GCC Large Cap Fund
Global Saudi Equity Fund
Fund Material
Fund Fact Sheet
Fund Presentation
Prospectus - Arabic
Subscription
Redemption

Rated "A" by Standard & Poors
 
Download Rating Report
 
Performance
Inception Date: Jan 2009
NAV Date: Oct 2014
NAV:

 284.6756

Since Inception:

184.68 %



More Details