MENA ASSET MANAGEMENT

Team of expert professionals combines decades of experience in investment environments across MENA

NBK Capital’s MENA Asset Management division offers award-winning, best-in-class investment products geared for consistent growth with a central focus on transparency and risk management.

The MENA Asset Management team of expert professionals combines decades of experience in investment management across the Middle East and North Africa, while aiming to outperform in the medium and long term.

The MENA Asset Management division has a strong track-record of consistent growth and has received multiple awards including “Middle East Equities Manager of the Year 2014” and “Kuwait Asset Manager of the Year 2015” from international fund and asset management publication, Global Investor.

The MENA Asset Management division offers:

The MENA Asset Management division also offers the option of restructuring existing equity portfolios into an SMA that fits your financial needs.

For more information on NBK Capital MENA Asset Management, please contact us.


Separately Managed Accounts (SMAs)

An investment portfolio owned by one investor and managed on a discretionary basis by the MENA Asset Management division. SMAs have outperformed their benchmarks since inception while providing investors with a portfolio that is well diversified by country, sector, and security levels.

SMA options:

  • Conventional benchmarked mandates offering different geographical exposure within MENA
  • Dividend-focused GCC SMA
  • Sharia-Compliant GCC SMA

Mutual Funds

NBK GULF EQUITY FUND

NBK GULF EQUITY FUND


Objective & Strategy


The Fund seeks long-term capital appreciation by investing primarily in GCC equities. A distinguishing feature will be an active strategic approach by the Fund in allocating between the equity markets within the GCC and the MENA region. The Fund will aim to optimize longer term returns by reducing the downside risk below that of the GCC equity markets. A contribution to this objective will be achieved by diversifying among various MENA countries outside the GCC and, as considered prudent, cash resources based on the investment outlook and strategy decided by the Fund’s Investment Manager.

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NBK KUWAIT EQUITY FUND

NBK KUWAIT EQUITY FUND


Objective & Strategy


  • The Fund will seek long-term capital appreciation by investing primarily in Kuwaiti domiciled, listed equities.
  • To help measure the success of the Fund, its performance will be measured against the Benchmark (S&P Kuwait Custom Index).

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NBK QATAR EQUITY FUND

NBK QATAR EQUITY FUND


Objective & Strategy


The Fund will seek long-term capital appreciation by investing primarily in Qatari-domiciled, listed equities. The performance of the Fund will be measured against that of a recognizable Qatar Benchmark (MSCI Qatar index)

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