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Summary Brochure |
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"Bakheet Saudi Trading Equity Fund" |
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Summary Brochure (1/2) |
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| What is the
Fund? |
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It is a Sharia compliant investment fund
(open-end type) investing in Saudi stocks. The fund offers
an opportunity for investors (Subscribers) to participate in
its return via units acquisition. |
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| Fund Goals: |
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The fund aims to achieve a relative
positive return (i.e. compared to the benchmark, which is
S&P Saudi Arabia Shariah Index or a similar index). In
addition, the fund seeks to outperform the average return of
similar competing funds (if they exist) while minimizing its
risk level. |
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| Fund
Characteristics: |
| The Fund offers subscribers the
following: |
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A unique professional team
specializing in asset management and fundamental
equity analysis. |
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Investment Diversification
across companies, sectors and industries. |
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The fund will avoid any
unnecessary risk. |
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The fund is overseen by an
independent Sharia committee to assure its Sharia
compliance |
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| Investment
Strategy: |
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Investment in the fund should be long
term in order to realize the fund's goals. |
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| Post
Subscription Strategy: |
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One of Bakheet Investment Group (BIG)
main aims is to enhance investors' awareness level by
explaining BIG strategy in a clear and transparent manner
through the following: |
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"Bakheet Saudi Trading Equity Fund" |
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Summary Brochure (2/2) |
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Provide clients with
periodical (monthly) reports on fund's performance. |
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Publish weekly fund
information on our website: www.BakheetGroup.com and
other official sites. |
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Continue supporting the
investment community with presentations across the
KSA. |
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| Fund Features:
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Fund Type |
Open-end |
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Fund Term
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Long-term |
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Category |
Equity, Saudi Sharia compliant |
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Fund Currency |
Saudi Arabian Riyal
(SAR) |
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Benchmark |
S&P Saudi Arabia Shariah Index |
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Risk Profile |
High |
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Inception Price |
One Saudi Riyal |
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Minimum Investment |
10,000 (Ten thousand)
Saudi Riyals |
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Valuation Days |
Daily |
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Management Fees |
1.5% p.a. |
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Other Fees: |
0.5% (For Early Redemption) |
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| For further details
about subscription: |
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Call our BIG phone service at
800-120-1111 or +966 (1) 419-1797 |
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Visit our
website: www.bakheetgroup.com |
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| Notice: |
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This Brochure is for publicity
purposes only and does not include the full funds term and
conditions. For further fund details, please visit us at our
website: www.bakheetgroup.com or visit our office. |
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