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Features
  • Fund type: Open ended
  • Asset class: KSE-listed equities
  • Currency: KWD
  • Minimum subscription: 1,000 Units
  • Subscription/ Redemption: Monthly
  • Management fee: 1.75% of NAV p.a.
  • Custodian fee: 0.10% of NAV p.a.
  • Fund manager: Burgan bank
  • Custodian: Kuwait clearing Co
  • Fund investment advisor: KAMCO

Benefits
  • Profitable with annualized return since inception of 7.43%
  • High liquidity as you can sell every month
  • Fund is well advertised to ensure stable return at low risk
  • Participate in the Kuwait stock market without spending time on researching & stock-picking
  • Earn potentially higher return than regular deposits
  • Burgan equity fund received the award from Zawya for a top performance among equity \fund Management by a Bank in 2013
Features
  • Fund structure: open ended
  • Currency: USD
  • Minimum subscription: 5,000 units
  • Subscription: Monthly
  • Redemption: Semiannually after the lockup period (1 year)
  • Custodian fee: 0.5% of NAV p.a.
  • Subscription fee: up to 2%
  • Management fee: 10% p.a. of net realized income
  • Distribution: quarterly basis.
  • Fund manager: Burgan bank
  • Custodian: Kuwait clearing Co

Benefits
  • Targeting MENA region with core focus of GCC
  • Intending to distribute cash on quarterly basis
  • Diversified geographically and by sector in relation to investment exposure.
  • Strong dynamics of the sector, investing in unique low-risk real estate assets.
  • Adding real estate to a portfolio could maintain the portfolio returns while decreasing risk.
  • Real estate income tends to increase faster in inflationary environments, allowing an investor to maintain his real returns.
Features
  • Fund structure: Privately open ended
  • Currency: KD
  • Minimum subscription: 10,000
  • Subscription: Monthly
  • Redemption: Every six month (after the date of subscription, after the first year of fund return)
  • Subscription fee: up to 2%
  • Management fee: 1% p.a. of NAV
  • Distribution: Expected to be quarterly basis of 6% p.a.
  • Fund Manager: MARKAZ Custodian; Gulf Custody Co

Benefits
  • Targeting GCC region where the macroeconomic fundamentals are strong
  • Investment in income generating properties
  • Limited leverage
  • Markaz has a proven track record in managing real estate funds
Features
  • Fund structure: Open ended
  • Currency: USD
  • Minimum subscription: 1,000 Units
  • Subscription: Monthly
  • Redemption: Monthly after the lockup period
  • Custodian fee: 0.5% of NAV p.a.
  • Subscription fee: up to 2%
  • Management fee: 1% p.a. of net realized income
  • Distribution: Semi-annual basis.
  • Fund Manager: KAMKO
  • Custodian: Kuwait Clearing Co

Benefits
  • Diversification: Low correlations with other asset classes, which provides a reduction in overall portfolio return variability for the investor.
  • Attractive Risk/ Return: Tradeoff bonds are historically less than equities due to the higher certainty in cash flows
  • Capital Stability: Corporates and financial institutions in the region historically have low default rates
  • Liquidity: The ability to readily liquidate and/or rebalance on a monthly basis should the need arise