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Fund Objective and Strategy:
The investment objective of the Fund is to provide investors with long term growth. The investment strategy seeks to deliver portfolios with stable monthly returns, low volatility, low peak to trough drawdown and global diversification.
The Fund will offer two portfolios with different risk tolerances to meet various investors' needs:
Conservative Multi Asset Portfolio
Moderate Multi Asset Portfolio
Investment Features:
Exposure to eight globally diversified asset classes
Includes traditional and alternative asset classes
Very low cost index investing
Disciplined strategic asset allocation portfolio rebalancing
Two portfolios with varying risk-return profiles
Ability to invest either directly or through a Savings Plan
Fund Facts |
| Fund structure: |
Open-ended fund |
| Currency: |
US Dollar |
| Liquidity: |
Monthly |
| Minimum Investment: |
US$20,000 with multiples of US$1,000 |
| Subscription Fee: |
up to 2.5% |
| Minimum Investment in the Savings Plan: |
US$500 with multiples of US$100 |
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| Platform Fund Management Fee: |
1.5% per annum |
| Platform Fund Manager: |
Frontier Capital Management (Jersey) Ltd |
| Distributor: |
National Bank of Kuwait S.A.K |
| Initial Offering Price: |
US$100 per share |
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Money Market Funds