MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

More documents

Recommendations

Info

Oman Overview As of June 2012, there were 7 domestic banks, 10 foreign banks, and 2 specialized banks in Oman. In 2011, 2 new entities received licenses to operate as sharia compliant banks. A number of investment companies provide mutual funds. Fund Trends In 2012H1, assets under management in selected funds increased by 2%. Net inflows to these funds are estimated at circa US$ 7.2 million. In 2011, assets under management in these funds fell by 12%. Net outflows from these funds were estimated at circa US$ 60.3 million. Local Fund Industry Breakdown by Selected Sponsors* (as of June 2012) Fund Manager Sponsor Company # of Local Domicile Funds List of Funds 1 2 3 Bank Muscat Bank Muscat 6 Muscat Fund Benchmark: MSM 30 AuM:US$ 20.95mn Domicile: Oman Khairat India Fund Benchmark: S&P CNX Nifty Shariah Index Domicile: Mauritius Oman Fixed Income Fund** Domicile: Oman Money Market Fund Benchmark: OMIBOR 3 months AuM: US$9.65mn Domicile: Oman Oryx Fund Benchmark: S&P GCC Composite Shariah AuM:US$17.02mn Domicile: Oman Bank Muscat GCC Dividend Yield Fund Benchmark: MSCI Kuwait Index Domicile: Oman S&P GCC Large Cap Index Fund Benchmark: S&P GCC Large Cap AuM:US$25.4mn Domicile: Lux India Dynamic Fund Benchmark: Bombay Stock Exchange 100 AuM:US$0.43mn Domicile: Mauritius MSCI Kuwait Fund Benchmark:KSE AuM:$0.63mn Domicile: Bahrain Bank Muscat India Fund Benchmark: MSCI Kuwait AuM:$3.95mn Domicile: Mauritius Investment Stabilization Benchmark:MS M 30 AuM:$323.45mn Domicile: Oman India Growth Fund Benchmark: MSCI India AuM:US$3.8mn Domicile: Mauritius 276
Oman Sponsor Company Vision Investment Services Company Gulf Baader Capital Markets Oman & Emirates Investment Holding Company Oman Arab Bank Muscat Capital LLC Fund Manager # of Local Domicile Funds Vision 3 1 2 1 - List of Funds 1 2 3 India Equity Fund of Funds Benchmark: Bombay Stock Exchange 100 AuM:US$2.05mn Domicile: Mauritius Vision Emerging GCC Fund Benchmark: S&P GCC Composite Shariah AuM: US$ 22.1mn Domicile: Oman The First Mazoon Fund Benchmark: S&P GCC Composite Shariah AuM: $10.89mn Domicile: Oman Majan Capital Fund Benchmark: MSM 30CR AuM: US$ 8.24 mn Domicile: Oman Oman Al Arabi Fund Benchmark: MSM 30CR AuM: $ 20.85mn Domicile: Oman Muscat Capital Oman Premier Fund Benchmark: MSM 30CR AuM: US$ 1.01 mn Domicile: S. Arabia Vision Emerging Oman Fund Benchmark: MSM 30CR AuM:US$16.59mn Domicile: Oman Vision Real Economy GCC Fund AuM: $26.72mn Domicile: Oman - - Al Amal Fund Benchmark: MSM Index AuM:US$1.34mn Domicile: Oman - - - - - Source: Company websites *Table compiled on a best effort basis; likely to be incomplete ** closed end fund formed in May 2010. 277
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:
Page 132 and 133:
Page 134 and 135:
Bahrain / Kuwait Exchange Traded Fu
Page 136 and 137:
Page 138 and 139:
Page 140 and 141:
Page 142 and 143:
Page 144 and 145:
Page 146 and 147:
United Arab Emirates / Egypt Exchan
Page 148 and 149:
Page 150 and 151:
Page 152 and 153:
Page 154 and 155:
Oman / Saudi Arabia Exchange Traded
Page 156 and 157:
Page 158 and 159:
Page 160 and 161:
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 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
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 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

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?