MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

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286 Banks – Funds Management by Currency 287 Banks – Growth of Fund Assets 287 Banks – Fund Assets 290 Top Mutual Funds Chapter 14 – Saudi Arabia 303 Fund Industry Profile 304 Fund Industry Breakdown by Asset Manager 305 Annual Change in Number of Funds, Assets & Subscribers by Asset Manager 306 2010 Top Fund Management Companies by Assets & Subscribers 306 Top Fund Management Companies by Assets 307 Top Fund Management Companies by Subscribers 307 Number of Funds by Type 308 New Funds in 2011 309 New Funds in 2012 310 Number of New Funds by Sponsor Category 310 Number of New Funds by Type 311 Number of New Funds by Currency Denomination 311 Fund Closures in 2012 312 Number of Subscribers by Fund Type 312 Assets of Funds (1992-2012Q3) 313 Annual Growth Rates of Fund Assets & Subscriber Numbers 313 Fund Assets by Category 314 Average Fund Assets 314 Breakdown by Category: Conventional versus Sharia Compliant 315 Breakdown of Fund Numbers by Objective 315 Breakdown of Fund Assets by Type 2012Q3 316 Fund Assets by Type (1996-2012Q3) 317 Estimated Fund Flows in 2012H1 317 Estimated Fund Flows in 2011 318 Top 10 Saudi Domiciled Funds by Assets 319 Equity Fund Assets by Geographic Focus 319 Top 10 Saudi Equity Funds by Assets 320 Fund Assets in Tadawul by Sector 320 Top Saudi Domiciled Fixed Income Funds by Assets 321 Top Saudi Money Market Funds by Assets 18
Chapter 15 – United Arab Emirates 330 Assets Under Management – Selected Companies 331 Top Local Fund Management Companies 332 Fund Industry Breakdown by Selected Firms 333 Breakdown of Funds by Category – Conventional versus Sharia Compliant 333 Breakdown by Base Currency 334 Breakdown by Objective 334 Breakdown by Type 335 Recent Fund Launches 335 Recent Fund Closures 336 Assets Under Management at DIFC 337 Fund Managers and Promotion at DIFC 340 Financial Services Association UAE – Member List 340 Top UAE Mutual Funds of Selected Sponsors 341 Top 10 UAE Domiciled Mutual Funds by Assets Portions of the mutual fund information contained in this document were supplied by Lipper, a Thomson Reuters Company, subject to the following: Copyright 2013 ©Thomson Reuters, All rights reserved. Lipper is not responsible for the accuracy, reliability or completeness of the information obtained from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates. Past performance is not necessarily a guide to future performance and investors should remember that past performance is not a guarantee of future results. Disclaimer All rights reserved. No part of this publication may be reprinted, reproduced or utilised in any form either in whole or in part or by any electronic, mechanical or other means, now known or hereafter invented, including photocopying and recording, or stored in any retrieval system without prior permission in writing from the author. Whilst every effort has been made to ensure the accuracy of the information contained within this document, NBAD accepts no responsibility for any errors it may contain or for any loss financial or otherwise incurred by any person using this document. Readers are reminded that this is not an offer to buy or sell securities or invest in funds. Investors should seek independent financial advice prior to making any investment. 19
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: Chapter 9 - Egypt 242 Assets and Nu
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
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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
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Dubai International Financial Centr
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Bahrain / Kuwait Exchange Traded Fu
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United Arab Emirates / Egypt Exchan
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Oman / Saudi Arabia Exchange Traded
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Benchmarks GCC Overview Money marke
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Benchmarks Use of hybrid benchmarks
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Benchmarks Recent Developments Regi
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Benchmarks Arabia, Tunisia and the
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Benchmarks In May 2010, FTSE annou
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Benchmarks Equity Funds Performance
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Benchmarks Performance of Shariah C
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Benchmarks Performance of Conventio
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Benchmarks Performance of Conventio
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Benchmarks Fixed Income Funds Perfo
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Benchmarks Industry Perspective Ami
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Benchmarks Q/ Which firms (local /
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Benchmarks On a country level we ex
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Sharia Compliant Funds Saudi Arabia
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Sharia Compliant Funds Top 5 Sharia
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Sharia Compliant Funds While the re
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Sharia Compliant Funds Fund Flows I
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Sharia Compliant Funds it was liqui
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Sharia Compliant Funds MENA Overvie
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Sharia Compliant Funds Average Mutu
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Sharia Compliant Funds Average Asse
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Sharia Compliant Funds and saw net
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Sharia Compliant Funds Top MENA Sha
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Exchange Traded Funds Regional Back
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Exchange Traded Funds MENA Focused
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Bahrain to register a deficit of 4.
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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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