MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

More documents

Recommendations

Info

Benchmarks Performance of Conventional Funds Tracking LIBOR (USD) (% change) Rank Fund Name Fund Sponsor Performance 2012 2012 Rank 2009-12 1 Al Razeen Dollar Fund* Samba Capital & Investment Mgmt 1.03 1 2.91 2 SICO Money Market Fund Securities & Inv. Co. 0.87 - - 3 USD Money Market Fund Saudi Fransi Capital 0.81 2 1.44 4 AlAhli Short-Term Dollar NCB Capital 0.71 3 1.33 5 Riyad Money Fund (USD) Riyad Capital 0.53 4 1.2 6 US Dollar Money Market Saudi Hollandi Capital 0.31 5 0.83 7 Global USD Money Market Global Investment House -0.32 6 -1.15 Source: Lipper Rankings, Lipper, a Thomson Reuters Company * Invests in ‘non-interest’ bearing instruments. 178
Benchmarks Fixed Income Funds Performance of Selected Conventional Fixed Income Funds (% change) Rank Fund Name Fund Sponsor Performance 2012 2012 Rank 2009-12 1 Makaseb Income Fund Mashreq Capital 19.36 1 34.48 Emirates MENA Fixed Income Emirates NBD 2 Fund (I Share Class - Income) Asset Management 16.61 - - Emirates MENA Fixed Income Emirates NBD 3 (I Share Class - Accumulation) Asset Management 15.91 - - Emirates MENA Fixed Income Emirates NBD 4 Fund (A Share Class - Accum) Asset Management 15.91 - - 5 FFA Fixed Income MENA Fund FFA Capital Ltd. 15.3 6 16.48 EFG-Hermes MENA Fixed EFG-Hermes 6 Income Fund Holding 14.8 - - 7 Falcon Menasa Bond Fund Falcon PrivateBank 14.16 - - Emirates MENA Fixed Income Emirates NBD 8 Fund (B Share Class - Accum) Asset Management 13.98 - - Emirates MENA Fixed Income Emirates NBD 9 Fund (C Share Class - Accum) Asset Management 13.62 - - 10 Al Mal MENA Income Fund Al Mal Capital 13.17 3 22.2 Emirates MENA Fixed Income Emirates NBD 11 Fund (C Share Class - Income) Asset Management 11.73 - - FFA Fixed Income MENA Fund 12 FFA Capital Limited 11.04 (B Class) 2 28.83 Emirates MENA Fixed Income Emirates NBD 13 Fund (B Share Class - Income) Asset Management 10.13 - - Rasmala GCC Fixed Income Rasmala 14 Fund Investment Bank 9.39 5 19.72 Emirates MENA Fixed Income Emirates NBD 15 Fund (A Share Class - Income) Asset Management 8.7 - - 16 Al Dana GCC Income Fund Commercial Bank of Dubai 8.32 - - 17 GIC Gulf Bond Fund Gulf Investment Corporation 6.64 4 20.46 18 Markaz Fixed Income Fund Kuwait Financial Centre 4.78 7 12.42 Source: Lipper Rankings, Lipper, a Thomson Reuters Company 179
Page 2 and 3:
Creating relationships that create
Page 4 and 5:
Broad horizon, local expertise, att
Page 6 and 7:
Dubai International Financial Centr
Page 9 and 10:
Editor / Author Gıyas Gökkent’s
Page 11 and 12:
Table of Contents Page 3 Acknowledg
Page 13 and 14:
Country Chapters 8. Bahrain 217 Eco
Page 15 and 16:
Index - Charts & Tables Chapter 1 -
Page 17 and 18:
171 Performance of Shariah Complian
Page 19 and 20:
Chapter 9 - Egypt 242 Assets and Nu
Page 21 and 22:
Chapter 15 - United Arab Emirates 3
Page 25 and 26:
Global Trends Economic Developments
Page 27 and 28:
Global Trends Worldwide funds exper
Page 29 and 30:
Global Trends Breakdown of Global F
Page 31 and 32:
Global Trends Fiduciary Assets of S
Page 33 and 34:
Global Trends Focus: 2013 Outlook I
Page 35 and 36:
Global Trends ING IM says that the
Page 37 and 38:
Global Trends Mutual Fund Assets by
Page 39 and 40:
Global Trends Selected Data by Coun
Page 41 and 42:
Global Trends notably with the UAE,
Page 43 and 44:
Global Trends investment managers o
Page 45:
MENA Region Trends
Page 48 and 49:
Middle East & North Africa In 2013,
Page 50 and 51:
Middle East & North Africa Fund Ass
Page 52 and 53:
Middle East & North Africa Number o
Page 54 and 55:
Middle East & North Africa Average
Page 56 and 57:
Middle East & North Africa d) In Du
Page 58 and 59:
Middle East & North Africa Q/ Which
Page 60 and 61:
Middle East & North Africa Trends b
Page 62 and 63:
Middle East & North Africa Equity F
Page 64 and 65:
Middle East & North Africa Fixed In
Page 66 and 67:
Middle East & North Africa curve an
Page 68 and 69:
Middle East & North Africa Focus: F
Page 70 and 71:
Middle East & North Africa 1) DFSA
Page 73:
GCC Region Trends
Page 76 and 77:
Gulf Cooperation Council Region Ind
Page 78 and 79:
Gulf Cooperation Council Region Ass
Page 80 and 81:
Gulf Cooperation Council Region Bre
Page 82 and 83:
Gulf Cooperation Council Region Ass
Page 84 and 85:
Gulf Cooperation Council Region Foc
Page 86 and 87:
Gulf Cooperation Council Region Mor
Page 88 and 89:
Gulf Cooperation Council Region Top
Page 90 and 91:
Gulf Cooperation Council Region Top
Page 92 and 93:
Gulf Cooperation Council Region 201
Page 94 and 95:
Gulf Cooperation Council Region Q/
Page 96:
Gulf Cooperation Council Region gol
Page 100 and 101:
Regulatory Trends with best interna
Page 102 and 103:
Regulatory Trends Investor approach
Page 104 and 105:
Regulatory Trends thousand Dirhams
Page 106 and 107:
Regulatory Trends Q/ Article 4, cla
Page 108 and 109:
Regulatory Trends Q/ In a recent ne
Page 110 and 111:
Regulatory Trends Industry Perspect
Page 112 and 113:
Regulatory Trends identify higher-r
Page 114 and 115:
Regulatory Trends About Advent Soft
Page 116 and 117:
Regulatory Trends providers and tr
Page 118 and 119:
Regulatory Trends External Fund Ma
Page 120 and 121:
Regulatory Trends Exempt Funds Exe
Page 122 and 123:
Regulatory Trends All Property Fu
Page 124 and 125:
Page 126 and 127:
Page 128 and 129:
Page 130 and 131: Dubai International Financial Centr
Page 132 and 133: 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 and 174: Benchmarks Equity Funds Performance
Page 175 and 176: Benchmarks Performance of Shariah C
Page 177 and 178: Benchmarks Performance of Conventio
Page 179: Benchmarks Performance of Conventio
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
Page 224 and 225: Bahrain Average Assets of Funds (mi
Page 226 and 227: Bahrain Number of New Funds (end of
Page 228 and 229: Bahrain Fund Assets by Investor Typ
Page 230 and 231:
Bahrain Top 10 Bahrain Domiciled Mu
Page 232 and 233:
Bahrain Focus: Industry Perspective
Page 234 and 235:
Bahrain CBB Rulebook Volume 6 was i
Page 236 and 237:
Bahrain - Directory Oman Nr Company
Page 238 and 239:
Bahrain - Directory Oman 20 Global
Page 240:
Bahrain - Directory Oman 42 Seera I
Page 244 and 245:
Egypt Egyptian officials to ask for
Page 246 and 247:
Egypt Breakdown of Domestic Funds b
Page 248 and 249:
Egypt Top 10 Egypt Domiciled Funds
Page 250 and 251:
Egypt - Directory Oman Nr Company P
Page 252 and 253:
Egypt - Directory Oman 21 Housing &
Page 255 and 256:
Kuwait Economic Developments In 201
Page 257 and 258:
Kuwait Fund Operators, Breakdown by
Page 259 and 260:
Kuwait In 2012Q2, 86% of domestic f
Page 261 and 262:
Kuwait In 2011, assets of mutual fu
Page 263 and 264:
Kuwait - Directory Oman Company Pho
Page 265 and 266:
Kuwait - Directory Oman Al-Madina f
Page 267 and 268:
Kuwait - Directory Gulf Investment
Page 269 and 270:
Kuwait - Directory Manafae Investme
Page 271:
Morocco
Page 274:
Morocco Fund Trends According to Ba
Page 278 and 279:
Oman Overview As of June 2012, ther
Page 280:
Oman - Directory Oman Company Phone
Page 284 and 285:
Qatar The non-oil sector will act a
Page 286 and 287:
Qatar Qatar Central Bank publishes
Page 288 and 289:
Qatar Breakdown of Investments Unde
Page 290 and 291:
Qatar Focus: Recent developments in
Page 292 and 293:
Qatar business. In 2012, over 60% o
Page 294 and 295:
Qatar Count QFC # Firm Name License
Page 296 and 297:
Qatar Investment Funds Licensed in
Page 298 and 299:
Qatar Directory of Investment Compa
Page 300:
Qatar - Directory Oman Investment H
Page 304 and 305:
Saudi Arabia property. Banks previo
Page 306 and 307:
Saudi Arabia Fund Industry Breakdow
Page 308 and 309:
Saudi Arabia In 2011, the top 5 fir
Page 310 and 311:
Saudi Arabia New Funds in 2011 Fund
Page 312 and 313:
Saudi Arabia Number of New Funds by
Page 314 and 315:
Saudi Arabia Number of Subscribers
Page 316 and 317:
Saudi Arabia SAMA data indicate tha
Page 318 and 319:
Saudi Arabia At the end of 2012Q3,
Page 320 and 321:
Saudi Arabia Top 10 Saudi Domiciled
Page 322 and 323:
Saudi Arabia Fund Assets in Tadawul
Page 324 and 325:
Saudi Arabia - Directory Oman Compa
Page 326 and 327:
Saudi Arabia - Directory Oman Jadwa
Page 331 and 332:
United Arab Emirates Economic Devel
Page 333 and 334:
United Arab Emirates Top Local Fund
Page 335 and 336:
United Arab Emirates Breakdown of F
Page 337 and 338:
United Arab Emirates Recent Fund La
Page 339 and 340:
United Arab Emirates Fund Managers
Page 341 and 342:
United Arab Emirates The first succ
Page 343 and 344:
United Arab Emirates Top 10 UAE Dom
Page 345 and 346:
United Arab Emirates - Directory Om
Page 347 and 348:
United Arab Emirates - Directory Om
Page 349:
ONE PLACE DIVERSIFYING Qatar. Where
show all

MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

Create successful ePaper yourself

Delete template?

Save as template?