FTSE ADS Saudi Minimum Variance Fund
Objectives
The Fund has a mandate to invest globally in a diversified portfolio of equities and equity like instruments, that ADSI has identified as under appreciated by the wider market and offer sustainably high rates of growth and return. The fund will aim to outperform global equities and charge a performance fees only if it does so.
Key Points
- The First Smart Beta Strategy developed for the region;
- Low Volatility: Provide the lowest possible volatility;
- Only required optimization inputs are correlations and volatility (no estimated returns);
- Proved by Academic literatures to lead under-diversified portfolios;
- Deal with investors’ biggest concerns for GCC / Frontier markets: Volatility
- Underserved Market: No MENA / Frontier smart beta available in the market yet
Value Added Monthly Index
Documents
Fund Fact Sheets
ADS Saudi Fund Fact Sheet December 2021
DownloadADS Saudi Fund Fact Sheet November 2021
DownloadADS Saudi Fund Fact Sheet October 2021
DownloadADS Saudi Fund Fact Sheet December 2020
DownloadADS Saudi Fund Fact Sheet November 2020
DownloadADS Saudi Fund Fact Sheet October 2020
DownloadADS Saudi Fund Fact Sheet September 2021
DownloadADS Saudi Fund Fact Sheet August 2021
DownloadADS Saudi Fund Fact Sheet July 2021
DownloadADS Saudi Fund Fact Sheet June 2021
DownloadADS Saudi Fund Fact Sheet May 2021
DownloadADS Saudi Fund Fact Sheet April 2021
DownloadADS Saudi Fund Fact Sheet March 2021
DownloadADS Saudi Fund Fact Sheet February 2021
DownloadADS Saudi Fund Fact Sheet January 2021
DownloadADS Saudi Fund Fact Sheet September 2020
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