Multi-asset offerings

Strategic asset allocation solutions

Jadwa’s fixed income platform includes segregated mandates (also called DPMs) that offer customized sukuk investment strategies catering to the unique needs of individual clients. These mandates can be structured as investment portfolios or client-specific funds to address each client’s specific preferences.

Funds

Jadwa Multi-Assets Conservative Globally Concentrated Fund

Launch:

2023

Geography:

Global

Strategy:

Conservative

Type:

Open-ended

An open-end multi-asset private fund that aims to achieve capital growth by investing globally through a conservative strategy in a Shariah-compliant manner.

Jadwa Multi-Assets Conservative Locally Concentrated Fund

Launch:

2023

Geography:

Local

Strategy:

Conservative

Type:

Open-ended

An open-end multi-asset private fund that aims to achieve capital growth by investing locally through a conservative strategy in a Shariah-compliant manner.

Jadwa Multi-Assets Balanced Locally Concentrated Fund

Launch:

2023

Geography:

Global

Strategy:

Balanced

Investors:

Qualified

An open-end fund that invests in Shariah-compliant local equities, real estate investment trusts (REITs), Sukuk, and money market funds with best-in-class managers to achieve a balanced portfolio. It is concentrated locally to benefit from the growth potential of companies in Saudi Arabia.

Jadwa Multi-Assets Growth Locally Concentrated Fund

Launch:

2023

Geography:

Global

Strategy:

Growth

Investors:

Qualified

An open-end fund that invests in Shariah-compliant local equities, real estate investment trusts (REITs), Sukuk, and money market funds with best-in-class managers to achieve long-term capital growth. It is concentrated locally to benefit from the growth potential of companies in Saudi Arabia.

Jadwa Multi-Assets Balanced Globally Concentrated Fund

Launch:

2023

Geography:

Global

Strategy:

Balanced

Investors:

Qualified

An open-end fund that invests in Shariah-compliant local equities, real estate investment trusts (REITs), Sukuk, and money market funds with best-in-class managers to achieve a balanced portfolio. It is concentrated globally to benefit from the growth potential of companies operating globally, and to potentially diversify local investments.

Jadwa Multi-Assets Growth Globally Concentrated Fund

Launch:

2023

Geography:

Global

Strategy:

Growth

Investors:

Qualified

An open-end fund that invests in Shariah-compliant developed market equities, emerging market equities, Sukuk, and money market funds with best-in-class fund managers to achieve long-term capital growth. It is concentrated globally to benefit from the growth potential of companies operating globally, and to potentially diversify local investments.

Segregated mandates

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Jadwa Investment offers an unrivaled range of Shariah-compliant investment offerings. Apply for a new account today to discuss your needs with a dedicated relationship manager.

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