MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

Benchmarks
Equity Funds
Performance of Conventional Funds Tracking TASI
(% change)
Rank Fund Name Fund Sponsor Performance
2012 2012 Rank 2009-12
1 HSBC Saudi Equity Trading HSBC Saudi Arabia 14.68 1 32.26
2 EFG Hermes S.Arabia Equity EFG Hermes KSA 12.88 2 28.47
3 HSBC Saudi Equity Fund HSBC Saudi Arabia 11.05 7 21.49
4 Riyad Equity Fund 1 Riyad Capital 8.9 5 23.01
5 Morgan Stanley Saudi Equity Morgan Stanley S.A. 8.32 3 27.13
6 BLOM Saudi Arabia Fund Blominvest S. Arabia 7.46
7 SAIB Saudi Equity Fund
SAIB BNP Paribas
A.M.
7.31 8 14.2
8 Global Saudi Equity
Global Investment
House
6.98 4 25.49
9 Rana Saudi Equity Rana Investment Co 4.06 9 3.21
10 Al Arabi Saudi Equity Fund ANB Invest 3.31 6 21.95
11 SICO Kingdom Equity Fund Securities &Invest Co 2.65 - -
12 Saudi Equity Fund
Saudi Hollandi
Capital
1.25 10 2.16
Source: Lipper Rankings, Lipper, a Thomson Reuters Company
Performance of Shariah Compliant Funds Tracking the S&P GCC Composite
Shariah Index (% change)
Rank Fund Name Fund Sponsor Performance
2012 2012 Rank 2009-12
1 Jadwa GCC Equity Fund Jadwa Investment 19.22 1 43.86
2 Noor Local & GCC Equity Noor Financial Invest. 11.05 - -
3 Al Yusr GCC Equity Fund
Saudi Hollandi Capital
Company
9.66 5 19.8
4 AlAhli GCC Trading Equity NCB Capital 9.64 4 20.95
5 Al Rajhi GCC Equity Fund Al Rajhi Capital 9.09 3 21.39
6 Al Raed GCC Fund
Samba Capital &
Investment Management
7.52 2 21.73
7
Al Basha'er GCC Equity Kuwait Finance and
Fund
Investment Company
5.43 8 -3.13
8 Al Islami GCC Equity Fund Securities &Invest Co 4.84 6 8.91
9 Al-Khabeer GCC Equity Al Khabeer Capital 3.17 - -
10 Noor GCC Islamic Fund Noor Financial Invest. 3.06 7 6.59
Source: Lipper Rankings, Lipper, a Thomson Reuters Company
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