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.
This fund is designed to give investors cost-efficient access to leading stocks in the United Arab Emirates, the GCC’s second-biggest economy.
The UAE-domiciled fund provides full, unrestrained access to the MSCI UAE Domestic Net Total Return Local index - a free float-adjusted market capitalisation index designed to measure equity performance, including price return and dividends of the equity markets of the UAE.
The fund is seeded by top institutional investors from Abu Dhabi and tightly managed to the benchmark, aiming for less than one percent tracking error per year. A well-structured investment vehicle, the fund uses an independent custodian, administrator, and auditor, and its fees and expense ratios are low in comparison to other UAE funds.