Traditional Investments
Overview
We offer award-winning investment products, centered on growth, transparency, and efficient risk management. Our experienced professionals provide a diverse array of opportunities and exposure to MENA and global markets. We help you transform your equity portfolios with our tailor-made SMAs striving for exceptional performance that makes you stand out.
- In-House Managed Funds & SMAs
- Global Multi-Asset Investment Plans
In-House Managed Funds & SMAs
Core offering includes a full suite of liquid funds and customized solutions, that provide exposure to the MENA region and global markets. The team also provides a liquidity service for clients to restructure equity portfolios into an SMA that aligns with their financial objectives.
Separately Managed Accounts (SMAs)
An investment portfolio owned by one investor and managed on a discretionary basis by the MENA Asset Management division. Through portfolios that are well diversified across countries, sectors, and securities, SMAs have delivered a strong performance since inception and achieved a solid track record of relative performance.
SMAs Benefits
Flexibility
SMAs offer clients more flexibility in terms of style and geographical exposure
Funding
Clients can fund the SMA with an existing equity portfolio, cash, or a combination of both
Transparency
Higher level of transparency and in-depth reporting
Interaction
Direct interaction with portfolio managers as needed
Fees
No up-front fees and lower management fees, administrative and transaction fees
Global Multi-Asset Investment Plans
Explore our global multi-asset investment plans, designed to give you exposure to over 5,000 companies and diverse markets worldwide. Tailored to your risk tolerance, financial goals, and ambitions, these plans offer a unique, personalized experience in your financial journey.
Why invest in these plans?
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01 Diversified, Multi-Asset Investments
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02 Tailored Investment Advice
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03 Fund Your Account Globally
Mutual Funds
Invest in our selection of mutual funds
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01 WATANI Kuwait Equity Fund
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02 WATANI Gulf Equity Fund
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03 WATANI USD Bond Fund
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04 Al-Watani Saudi Equity Fund
Money Market Funds
We aim to safeguard our clients’ short-term investments with our suite of onshore liquidity funds
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01 Watani KD Money Market Fund II
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02 Watani USD Money Market Fund
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03 Watani KD Money Market Fund According to Islamic Shariah Principles II
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04 Watani USD Money Market Fund According to Islamic Shariah Principles II
