Asset Management

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BLOM Arab Markets Balanced Fund

BLOM Arab Markets Balanced Fund is an open-ended mutual fund that provides a balanced exposure to the MENA fixed income and equities markets
10 December 2018
NAV ($) Since Inception (%) YTD (%) Month (%)
981.8433 (01.82) 0.11 (0.81)

The Fund

  • One class open-ended mutual fund managed by BLOMINVEST Saudi Arabia
  • Established under the laws of the Kingdom of Saudi Arabia and licensed by the Capital Markets Authority in KSA as a regulated mutual fund and recognized by the Lebanese Capital Markets Authority 
  • Launch Date: 19.06.2013
  • Base Currency: U.S. Dollar
  • Asset Allocation: Balanced allocation to MENA fixed income and equities
  • Net Asset Value: Bi-weekly
  • Subscription/Redemption: Bi-weekly  
  • Minimum investment: USD 5,000 (increments of USD 1,000)

Investment Guidelines

  • The fund invests a minimum of 30% of its Assets in fixed income instruments and a maximum of 70% of its Assets in listed Equities, all in the MENA region
Monthly Fact Sheet
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