Objectives

The Fund has a mandate to invest globally in a diversified portfolio of equities and equity like instruments, that ADSI has identified as underappreciated 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

Value Added Monthly Index

Documents

Fund Documentation

Prospectus (ADS Smart Funds)

Prospectus (ADS Smart Funds)

Download
Supplement (FTSE ADS Saudi MinVar)

Supplement (FTSE ADS Saudi MinVar)

Download
Subscription Agreement

Subscription Agreement

Download

Fund Fact Sheets

Available soon.