MENA Mutual Funds Quarterly Bulletin - Zawya
MENA Mutual Funds Quarterly Bulletin - Zawya
MENA Mutual Funds Quarterly Bulletin - Zawya
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<strong>MENA</strong> <strong>Mutual</strong> <strong>Funds</strong> <strong>Quarterly</strong> <strong>Bulletin</strong> Issue 2 - 4Q 2012<br />
By Geographic Focus<br />
By Number of <strong>Funds</strong> (% of total number of funds)<br />
<strong>MENA</strong>!<br />
Worldwide!<br />
GCC!<br />
Tunisia!<br />
Others!<br />
Kuwait!<br />
Egypt!<br />
Morocco!<br />
1,514.90 !<br />
1,774.19 !<br />
2,515.81 !<br />
3,185.03 !<br />
3,391.66 !<br />
4,015.89 !<br />
9,958.17 !<br />
14,916.98 !<br />
2%<br />
5%<br />
9%<br />
13%<br />
27%<br />
18%<br />
26%<br />
Others<br />
Conventional Equity<br />
Conventional Fixed Income<br />
Islamic Equity<br />
Conventional Money Market<br />
Islamic Money Market<br />
Islamic Sukuk<br />
Saudi Arabia!<br />
18,689.50 !<br />
AUM ($m)!<br />
Fund Flows ($m) - 4Q2012<br />
By Geographic Focus<br />
By Asset Type<br />
Saudi Arabia!<br />
Tunisia!<br />
GCC!<br />
Kuwait!<br />
Bahrain!<br />
Qatar!<br />
Oman!<br />
Jordan!<br />
Lebanon!<br />
UAE!<br />
<strong>MENA</strong>!<br />
Egypt!<br />
Morocco!<br />
(613.31)!<br />
Outflow ($m)<br />
(176.81)!<br />
(37.63)!<br />
(32.75)!<br />
(11.06)!<br />
(2.56)!<br />
(0.29)!<br />
(0.19)!<br />
15.24 !<br />
20.48 !<br />
76.95 !<br />
159.63 !<br />
993.07 !<br />
Inflow ($m)!<br />
(367.88)!<br />
Islamic Money Market!<br />
Islamic Equity! (144.22)!<br />
Conventional Equity! (118.06)!<br />
Conventional Fixed Income! (47.10)!<br />
Islamic Sukuk!<br />
Conventional Money Market!<br />
Outflow ($m)<br />
45.68 !<br />
1,094.24 !<br />
Inflow ($m)!<br />
*803 funds were sampled as of 3Q2012 - 4Q2012<br />
Sector Performance (%) - <strong>Quarterly</strong> Comparison<br />
10!<br />
5!<br />
0!<br />
-5!<br />
-10!<br />
Conventional Equity Islamic Equity Conventional Fixed Income<br />
&'()*(+'(,-%./0123%<br />
&'()*+,%-./+01%<br />
15!<br />
5!<br />
!"#$%<br />
4Q11! 1Q12! 2Q12! 3Q12!<br />
!"#"$%<br />
4Q12!<br />
-5! 4Q11! 1Q12! 2Q12! 3Q12! 4Q12!<br />
-15!<br />
1.5!<br />
1!<br />
0.5!<br />
0!<br />
&'()*(+'(,-%./0*1%2(3'4*%<br />
!"#$%<br />
4Q11! 1Q12! 2Q12! 3Q12! 4Q12!<br />
3!<br />
Islamic Sukuk<br />
&'()*+,%-././%<br />
Conventional Money Market<br />
%&'()'*&'+,$-&').$-+/0)1$<br />
1.5!<br />
!"#$<br />
0.5!<br />
Islamic Money Market<br />
&'()*+,%-./01%-)2304%<br />
!"#$%<br />
1.5!<br />
0!<br />
!"#$%<br />
4Q11! 1Q12! 2Q12! 3Q12! 4Q12!<br />
1!<br />
0.5!<br />
0!<br />
4Q11! 1Q12! 2Q12! 3Q12! 4Q12!<br />
0!<br />
-0.5!<br />
-1!<br />
4Q11! 1Q12! 2Q12! 3Q12! 4Q12!<br />
2
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