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Type
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Equities
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Real Estate
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Private Equity & Hybrid
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Derivatives
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Fixed Income |
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Region
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Kuwait, MENA, Global
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Kuwait
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MENA, Global
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Kuwait |
GCC |
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Product
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Mumtaz, Midaf, Islamic, Arabian, ETF, Emerging Markets, Portfolios, Capital Preservation
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MREF
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Energy, Diversified, Creative
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Forsa
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Fixed Income |
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| Markaz Mumtaz Fund Summary |
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 Fund Objective:
To achieve long term capital appreciation through investing in blue-chip companies listed on the KSE.
Fund Details
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| Markaz Investment & Development Fund Summary |
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 Fund Objective:
To secure long term capital growth by investing in companies listed on the KSE.
Fund Details
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| Markaz Islamic Fund Summary |
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 Fund Objective:
To obtain high returns through investing in Quoted & Unquoted Companies in Kuwait & GCC countries which follow Islamic constraints.
Fund Details
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| Forsa Financial Fund Summary |
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 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
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| Markaz Arabian Fund Summary |
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Fund Objective:
To seek long term appreciation by investing principally in equity securities listed on the stock markets of MENA countries.
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 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
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| Markaz IPO & Pre-IPO Portfolio |
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 Portfolio Objective:
The Portfolio 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 Portfolio will strive to achieve superior risk-adjusted returns, such that an IRR exceeding 15% is achieved over the life of the Portfolio.
Portfolio Details
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| Markaz Creative Investment Portfolio |
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Portfolio Objective:
The Portfolio 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 portfolio will focus on a global macro approach along with positioning in Emerging Markets and Commodities.
Portfolio Details
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| Markaz Energy Fund Summary |
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 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
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| Markaz U.S. Industrial Realty Unit I Summary |
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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
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| Markaz Real Estate Fund Summary |
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 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
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| Markaz Real Estate Opportunities Fund Summary |
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 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
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| Markaz U.S. Retail Realty Unit III Summary |
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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
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| Markaz U.S. Multifamily Realty Investment Unit IV |
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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
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| Markaz Hamilton Lane Technology Fund Summary |
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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
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| Markaz Capital Preservation Portfolio |
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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
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| Markaz Fixed Income Fund Summary |
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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. |
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Fund Details |
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| Markaz Funds and Programs Brochure |
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 The funds brochure contains the key terms of all Markaz funds and portfolios. Performance information can be accessed with easy web shortcuts that link to products factsheets.
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