Markaz Fund For Excellent Yields "Mumtaz" Summary
Fund Objective:
To achieve long term capital appreciation through investing in blue-chip 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

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

Fund Details

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

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

Atlas Diversified Class Summary
 Fund Objective:
ATLAS seeks to obtain consistent returns with low volatility by investing in a portfolio of global securities and financial products selected through a dynamic asset allocation process.

Fund Details

Atlas ETFs Program Summary
Program Objective:
Atlas ETFs Program 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.

Program Details

Markaz IPO & Pre-IPO Program Summary
Program Objective:
The Program seeks to achieve capital appreciation over the medium to long term by investing in IPOs and pre-IPOs globally, but with a predominant focus on Emerging Markets and the MENA region. The Program will strive to achieve superior risk-adjusted returns, such that an IRR exceeding 15% is achieved over the life of the Program.

Program Details

Atlas Emerging Markets Thematic Class Summary
Fund Objective:
ATLAS EMT seeks to obtain uncorrelated and superior returns by investing in a portfolio of globally diversified equities with a focus on select themes.

Fund Details

Markaz Creative Investment Program summary

Program Objective:
The Program will strive to achieve enhanced returns, through a basket of ETFs, by tactically utilizing the risk-adjusted structure of a 130/30 long-short Hedge Fund. The program will focus on a global macro approach along with positioning in Emerging Markets and Commodities.

 Program 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 Funds and Programs Brochure

The funds brochure contains the key terms of all Markaz funds and programs. Performance information can be accessed with easy web shortcuts that link to products factsheets.
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