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Disclaimer

Invest AD offers investors expert access to securities markets across the Middle East and Africa through equities funds and discretionary managed accounts, and also provides sub-advisory services to other fund managers.

The company manages pan-regional funds that offer investors strategies that differ significantly from competitors, so as to deliver alpha results. Invest AD is also pioneering country-specific frontier markets funds, designed to fully benefit from early-mover advantage in markets that have been difficult to access.

Invest AD's portfolio managers and analysts benefit from top-level financial services experience in global markets. They draw on a deep understanding of a diverse region and place an emphasis on direct contact with senior management of companies and policy makers, whether they are based in Rabat, Accra, or Riyadh.

Licensed by the Central Bank of the UAE, Invest AD's asset management arm employs international best practices for risk management and control. The team follows the CFA Code of Professional Conduct and its own strict internal codes of conduct. By employing best-in-class systems and international independent fund services providers, Invest AD gives clients the highest-quality business infrastructure.

Invest AD makes strong commitments of its own capital to all of its funds, ensuring that the interests of its investor clients are closely aligned with its own.

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Invest AD GCC Focus Fund

This fund provides investors with an actively managed and concentrated portfolio of stocks in the Gulf Cooperation Council (GCC), a six-country grouping driven by strong and sustained economic growth.

Strategy

The actively managed, concentrated fund will hold between 20 and 30 stocks - the Invest AD investment management team‘s own ‘high-conviction‘ stock picks for the Gulf region.

The team will consider overall country and security weights within the MSCI GCC Countries benchmark, but will not be constrained in any way by them. The fund will avoid extreme active risk, but will generally seek high levels of concentration risk in stocks as well as sector and country weights.

The fund is appropriate for investors seeking a high level of active, frontier-market equity risk.

Prospectus

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Latest fact sheet

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Key Investor Information Documents

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