Segregated Mandates
Jadwa’s public equity offering includes segregated mandates (also called DPMs) that are customized and managed separately for each client. Our track record reflects a broad range of Shariah-compliant public equity strategies that can be further customized to suit each client’s specific preferences.
Segregated mandates can be structured as investment portfolios or client-specific funds, depending on the particular requirements of each client.
Strategies
Jadwa Saudi Shariah All Cap Diversified
An actively managed portfolio that invests in Shariah-compliant Saudi public equity securities with limits on cash allocation and no limits on the number of holdings, with the objective of outperforming the relevant market benchmark.
Jadwa Saudi Shariah All Cap Concentrated
An actively managed portfolio that invests in Shariah-compliant Saudi public equity securities with limits on cash allocation and on the number of holdings, with the objective of outperforming the relevant market benchmark.
Jadwa Saudi Shariah Unconstrained
An actively managed portfolio that invests in Shariah-compliant Saudi public equity securities with no limits on cash allocation and the number of holdings, with the objective of outperforming the relevant market benchmark.
Jadwa Saudi Shariah High Yield
An actively managed portfolio that invests in Shariah-compliant Saudi public equity securities, with focus on high-yield stocks and the objective of outperforming the relevant market benchmark.
Jadwa Saudi Shariah Small Mid Cap
An actively managed portfolio that invests in Shariah-compliant Saudi public equity securities that constitute the bottom 30% of market capitalization of the Saudi Shariah universe, with the objective of outperforming the relevant benchmark.
Jadwa GCC Shariah All Cap Concentrated
An actively managed portfolio that invests in Shariah-compliant GCC public equity securities with limits on cash allocation and on the number of holdings, with the objective of outperforming the relevant market benchmark.
Jadwa GCC Shariah Unconstrained
An actively managed portfolio that invests in Shariah-compliant GCC public equity securities with no limits on cash allocation and the number of holdings, with the objective of outperforming the relevant market benchmark.
Jadwa GCC Shariah All Cap Diversified
An actively managed portfolio that invests in Shariah-compliant GCC public equity securities with limits on cash allocation and no limits on the number of holdings, with the objective of outperforming the relevant market benchmark.