Market Watch
All Investment Products

Type

Equities

Real Estate

Private Equity & Hybrid

 Derivatives

Fixed Income

Region

Kuwait, MENA, Global

Kuwait

MENA, Global

Kuwait GCC

Product

Mumtaz, Midaf, Islamic, Arabian, ETF, Portfolios, Capital Preservation 

MREF

Energy

 Forsa

Fixed Income

Markaz Mumtaz Fund Summary
Fund Objective:
To achieve long term capital appreciation through investing in blue-chip companies listed on the KSE.


Fund Details

Markaz Investment & Development Fund Summary
 Fund Objective:
To secure long term capital growth by investing in companies listed on the KSE.

Fund Details

Markaz Islamic Fund Summary
Fund Objective:
To obtain high returns through investing in Quoted & Unquoted Companies in Kuwait & GCC countries which follow Islamic constraints.


Fund Details

Forsa Financial Fund Summary
Fund Objective:
To achieve stable returns with low volatility by investing in the shares of companies listed on KSE, issuing and selling derivative instruments (Call and Put Options) on KSE listed stocks.

Fund Details

Markaz Arabian Fund Summary

   Fund Objective:
To seek long term appreciation by investing principally in equity securities listed on the stock markets of MENA countries.

Fund Details



Atlas ETFs Portfolio
Portfolio Objective:
Atlas ETFs Portfolio seeks to achieve out-performance of broad market and sector indices by allocating its assets into various Exchange Traded Funds (ETFs) worldwide that closely track their respective market or sector indices.


Portfolio Details


Markaz Energy Fund Summary
Fund Objective:
The Markaz Energy Fund seeks to achieve outstanding returns by selectively investing across the exploration & production, midstream, downstream and petrochemicals segments of the Gulf Region's energy value chain.

Fund Details

Markaz U.S. Industrial Realty Unit I Summary
 Fund Objective:
The objective is to generate current income that would enable the investment unit to distribute an average of 10% per annum on the aggregate capital investment, and to realize a gain once the properties are sold at the end of the life of the Investment Unit.

Fund Details

Markaz Real Estate Fund Summary
Fund Objective:
The objective of the fund is to generate stable and recurring returns, in compliance with the Islamic Sharia’a, by investing in a portfolio of real estate properties within the state of Kuwait during the life of the fund, which is expected to be five years from the date of incorporation.

Fund Details


Markaz Real Estate Opportunities Fund Summary
Fund Objective:
To generate a compounded annual return of 15% over the Term of the Fund, net of all fees, costs or expenses and any applicable taxes; by investing in a portfolio of properties and real estate development projects in the GCC and wider MENA region, which Markaz believes are poised for increases in rents, land value and/or market value or which otherwise provide opportunities to generate capital appreciation and/or extract attractive ongoing returns.

Fund Details

Markaz U.S. Retail Realty Unit III Summary
 Fund Objective:
The principal goal of the offering is to realize a steady cash yield during the investment holding period and capital gains upon liquidation of the Investment Unit.

Fund Details

Markaz U.S. Multifamily Realty Investment Unit IV
Fund Objective:
The Fund’s objective is to develop, lease-up and deliver for sale multifamily properties to capitalize on the market risk premium assigned to new construction investments relative to those in completed, occupied assets.

Fund Details

Markaz Hamilton Lane Technology Fund Summary
 Fund Objective:
The Fund invests in venture capital/private equity funds that focus on Technology, Media and Telecommunications (TMT), in the U.S. and Europe. The Fund has committed to 10 Funds that are well diversified in terms of industry sector, stage of development, geography and investment style.


Fund Details

Markaz Capital Preservation Portfolio
Portfolio Objective:
The Portfolio seeks to provide GB and its clients an opportunity to invest in the Kuwaiti equity market with reduced volatility by attempting to limit any downside to 10%, while providing reasonable participation on the upside.

Portfolio Details

Markaz Fixed Income Fund Summary
   Fund Objective:

Markaz Fixed Income Fund seeks to provide investors with steady returns with reduced risks by investing in high grade, high quality bonds and sukuk issued/guaranteed by sovereigns, quasi-sovereign institutions and highly rated corporations in the Gulf Cooperation Council (GCC) countries in particular and other Middle East and North Africa (MENA) countries to a lesser degree.
   Fund Details


Communication Policy | Legal Notice & Disclaimer | Privacy Statement | Anti-Money Laundering
© 2009 Kuwait Financial Centre "Markaz". All rights reserved.
Kuwait Financial Centre - Markaz / All Investment Products