MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

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Benchmarks Performance of Conventional Funds Tracking the S&P GCC Composite Index (% change) Rank Fund Name Fund Sponsor Performance 2012 2012 Rank 2009-12 1 Vision Emerging GCC Vision Investment Services Company 11.53 3 21.27 2 United GCC Fund United Securities LLC 10.4 - - 3 Al Musahem GCC Fund Samba Capital & Investment Management 8.97 2 23.82 4 SAIB GCC Equity Fund SAIB BNP Paribas Asset Management 8.62 1 24.71 5 GIC Gulf Premier Gulf Investment Co. 5.92 5 18.54 6 SICO Khaleej Equity Fund Securities & Invest Co. 5.91 6 13.68 7 GCC Equity Fund Saudi Hollandi Capital 4.48 4 18.77 8 Zumorroda GCC Fund Zumorroda Investment 3.15 7 7.89 Source: Lipper Rankings, Lipper, a Thomson Reuters Company Performance of Conventional Funds Tracking the S&P Pan Arab Composite Index (% change) Rank Fund Name Fund Sponsor Performance 2012 2012 Rank 2009-12 1 Arabian Opportunities Audi Capital 9.93 3 16 2 SGAM Equities MENA GLG Partners UK 9.9 2 16.24 3 Magna MENA Fund Charlemagne Capital 8.42 - - 4 Arab Gateway Fund SHUAA Capital 8.36 1 18.37 5 Markaz Arabian Fund Kuwait Financial Centre 6.09 4 11.12 6 Gulfmena Access Fund Gulfmena Investments 4.97 - - 7 MENA Alchemy Fund Emerging A.M. Ltd 3.25 - - 8 Beltone MENA Equity Beltone Asset Man. 1.14 - - Source: Lipper Rankings, Lipper, a Thomson Reuters Company 172
Benchmarks Performance of Shariah Compliant Funds Tracking the S&P Saudi Arabia Shariah (% change) Rank Fund Name Fund Sponsor Performance 2012 2012 Rank 2009-12 1 HSBC Amanah Saudi HSBC Saudi Arabia Freestyle Equity Fund* Limited 22.03 - - 2 Jadwa Saudi Equity Fund Jadwa Investment 21.14 1 45.05 3 SAIB BNP Paribas SAIB Saudi Companies Fund AM 14.27 6 25.9 4 Al Raed Saudi Equity Fund Samba Capital & Investment Mgmt 13.68 5 27.2 5 Riyad Equity Fund 2 Riyad Capital 13.18 3 30.39 6 Al Ataa Saudi Equity Fund Samba Capital & Investment Mgmt 12.35 7 Bakheet Investment Bakheet Saudi Trading Equity Group 11.54 7 25.84 8 Al Rajhi Local Shares Fund Al Rajhi Capital 11.35 4 27.86 9 Islamic Saudi Equity Gateway SHUAA Capital S.A. 8.89 9 15.07 10 Al Mubarak Saudi Equity ANB Invest 8.14 2 32.6 11 AlAhli Saudi Trading Equity NCB Capital 5.2 8 25.14 12 Al Mal Saudi Shariah Equity Al Mal Capital 4.54 - - 13 Al Nefaie Saudi Equity Al Nefaie Investment Trading Fund Group -1.7 - - Source: Lipper Rankings, Lipper, a Thomson Reuters Company *Inception January 7, 2012. 173
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Creating relationships that create
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Broad horizon, local expertise, att
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Dubai International Financial Centr
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Editor / Author Gıyas Gökkent’s
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Table of Contents Page 3 Acknowledg
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Country Chapters 8. Bahrain 217 Eco
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Index - Charts & Tables Chapter 1 -
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171 Performance of Shariah Complian
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Chapter 9 - Egypt 242 Assets and Nu
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Chapter 15 - United Arab Emirates 3
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Global Trends Economic Developments
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Global Trends Worldwide funds exper
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Global Trends Breakdown of Global F
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Global Trends Fiduciary Assets of S
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Global Trends Focus: 2013 Outlook I
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Global Trends ING IM says that the
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Global Trends Mutual Fund Assets by
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Global Trends Selected Data by Coun
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Global Trends notably with the UAE,
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Global Trends investment managers o
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MENA Region Trends
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Middle East & North Africa In 2013,
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Middle East & North Africa Fund Ass
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Middle East & North Africa Number o
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Middle East & North Africa Average
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Middle East & North Africa d) In Du
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Middle East & North Africa Q/ Which
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Middle East & North Africa Trends b
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Middle East & North Africa Equity F
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Middle East & North Africa Fixed In
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Middle East & North Africa curve an
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Middle East & North Africa Focus: F
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Middle East & North Africa 1) DFSA
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GCC Region Trends
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Gulf Cooperation Council Region Ind
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Gulf Cooperation Council Region Ass
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Gulf Cooperation Council Region Bre
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Gulf Cooperation Council Region Ass
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Gulf Cooperation Council Region Foc
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Gulf Cooperation Council Region Mor
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Gulf Cooperation Council Region Top
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Gulf Cooperation Council Region Top
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Gulf Cooperation Council Region 201
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Gulf Cooperation Council Region Q/
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Gulf Cooperation Council Region gol
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Regulatory Trends with best interna
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Regulatory Trends Investor approach
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Regulatory Trends thousand Dirhams
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Regulatory Trends Q/ Article 4, cla
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Regulatory Trends Q/ In a recent ne
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Regulatory Trends Industry Perspect
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Regulatory Trends identify higher-r
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Regulatory Trends About Advent Soft
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Regulatory Trends providers and tr
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Regulatory Trends External Fund Ma
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Regulatory Trends Exempt Funds Exe
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Regulatory Trends All Property Fu
Page 124 and 125: Dubai International Financial Centr
Page 134 and 135: Bahrain / Kuwait Exchange Traded Fu
Page 146 and 147: United Arab Emirates / Egypt Exchan
Page 154 and 155: Oman / Saudi Arabia Exchange Traded
Page 163 and 164: Benchmarks GCC Overview Money marke
Page 165 and 166: Benchmarks Use of hybrid benchmarks
Page 167 and 168: Benchmarks Recent Developments Regi
Page 169 and 170: Benchmarks Arabia, Tunisia and the
Page 171 and 172: Benchmarks In May 2010, FTSE annou
Page 173: Benchmarks Equity Funds Performance
Page 177 and 178: Benchmarks Performance of Conventio
Page 179 and 180: Benchmarks Performance of Conventio
Page 181 and 182: Benchmarks Fixed Income Funds Perfo
Page 183 and 184: Benchmarks Industry Perspective Ami
Page 185 and 186: Benchmarks Q/ Which firms (local /
Page 187: Benchmarks On a country level we ex
Page 192 and 193: Sharia Compliant Funds Saudi Arabia
Page 194 and 195: Sharia Compliant Funds Top 5 Sharia
Page 196 and 197: Sharia Compliant Funds While the re
Page 198 and 199: Sharia Compliant Funds Fund Flows I
Page 200 and 201: Sharia Compliant Funds it was liqui
Page 202 and 203: Sharia Compliant Funds MENA Overvie
Page 204 and 205: Sharia Compliant Funds Average Mutu
Page 206 and 207: Sharia Compliant Funds Average Asse
Page 208 and 209: Sharia Compliant Funds and saw net
Page 210: Sharia Compliant Funds Top MENA Sha
Page 214 and 215: Exchange Traded Funds Regional Back
Page 216: Exchange Traded Funds MENA Focused
Page 220 and 221: Bahrain to register a deficit of 4.
Page 222 and 223: Bahrain Number of Mutual Funds (end
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Bahrain Average Assets of Funds (mi
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Bahrain Number of New Funds (end of
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Bahrain Fund Assets by Investor Typ
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Bahrain Top 10 Bahrain Domiciled Mu
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Bahrain Focus: Industry Perspective
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Bahrain CBB Rulebook Volume 6 was i
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Bahrain - Directory Oman Nr Company
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Bahrain - Directory Oman 20 Global
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Bahrain - Directory Oman 42 Seera I
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Egypt Egyptian officials to ask for
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Egypt Breakdown of Domestic Funds b
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Egypt Top 10 Egypt Domiciled Funds
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Egypt - Directory Oman Nr Company P
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Egypt - Directory Oman 21 Housing &
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Kuwait Economic Developments In 201
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Kuwait Fund Operators, Breakdown by
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Kuwait In 2012Q2, 86% of domestic f
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Kuwait In 2011, assets of mutual fu
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Kuwait - Directory Oman Company Pho
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Kuwait - Directory Oman Al-Madina f
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Kuwait - Directory Gulf Investment
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Kuwait - Directory Manafae Investme
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Morocco
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Morocco Fund Trends According to Ba
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Oman Overview As of June 2012, ther
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Oman - Directory Oman Company Phone
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Qatar The non-oil sector will act a
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Qatar Qatar Central Bank publishes
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Qatar Breakdown of Investments Unde
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Qatar Focus: Recent developments in
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Qatar business. In 2012, over 60% o
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Qatar Count QFC # Firm Name License
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Qatar Investment Funds Licensed in
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Qatar Directory of Investment Compa
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Qatar - Directory Oman Investment H
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Saudi Arabia property. Banks previo
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Saudi Arabia Fund Industry Breakdow
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Saudi Arabia In 2011, the top 5 fir
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Saudi Arabia New Funds in 2011 Fund
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Saudi Arabia Number of New Funds by
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Saudi Arabia Number of Subscribers
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Saudi Arabia SAMA data indicate tha
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Saudi Arabia At the end of 2012Q3,
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Saudi Arabia Top 10 Saudi Domiciled
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Saudi Arabia Fund Assets in Tadawul
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Saudi Arabia - Directory Oman Compa
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Saudi Arabia - Directory Oman Jadwa
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United Arab Emirates Economic Devel
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United Arab Emirates Top Local Fund
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United Arab Emirates Breakdown of F
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United Arab Emirates Recent Fund La
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United Arab Emirates Fund Managers
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United Arab Emirates The first succ
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United Arab Emirates Top 10 UAE Dom
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United Arab Emirates - Directory Om
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United Arab Emirates - Directory Om
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ONE PLACE DIVERSIFYING Qatar. Where
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MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

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