MENA Asset Management Survey 2012 - National Bank of Abu Dhabi

Saudi Arabia
Fund Assets in Tadawul by Sector
(billions of U.S. dollars, end of period)
Banks & Fin Serv Petrochemicals Cement Retail
Agr. & Food Ind Energy/Utilities Telecom/IT Multi-investment
Insurance Industrial Investment Construction RE Development
Transportation Media Hotels/Tourism Other
2011
2010
2009
2008
0.0 1.0 2.0 3.0 4.0 5.0
US$ billion
Source: Capital Market Authority
Fixed Income Funds
In 2012H1, Saudi Arabia domiciled fixed income fund assets increased by 59%. These
witnessed inflows of US$ 66 million. In 2011, Saudi Arabia domiciled fixed income fund
assets increased by 2%. These witnessed inflows of US$ 2.1 million.
Top Saudi Domiciled Fixed Income Funds by Assets
(millions of U.S. dollars, June 2012)
Rank Fund Name Type Sponsor AuM
1 HSBC Amanah Sukuk Fund Sukuk HSBC Saudi Arabia 58
Al Ahli USD Sukuk &
2
Murabaha
Sukuk NCB Capital 47
3 International Bond Fund Fixed Income Riyad Capital CJSC 27
4 Jadwa Global Sukuk Fund Sukuk Jadwa Investment 18
5 Al Yusr Murabaha & Sukuk Sukuk Saudi Hollandi Cap. 15
Source: Lipper Rankings, Lipper, a Thomson Reuters Company