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Investment Funds

Investment Funds

Through asset management, Alinma Investment offers a range of mutual funds that reflect all levels of risk, managed by a team that combines specialization and knowledge of financial analysis tools with practical experience of successes and achievements, all to give you ,our dear partner, the chance to make the fullest use of investment opportunities in local and GCC to grow your wealth and achieve your aspirations and investment objectives.

 

Alinma Emerging Markets Equity Fund

Alinma Emerging Markets Equity Fund is an open-ended index fund that seeks to attain long-term capital growth through its investments in emerging market stocks, as well as a portion allocated to cash and money market tools. It adheres to Sharia controls and provisions, ensuring compatibility with Islamic principles. The primary objective of the fund is to mirror the performance of the benchmark index through a passive investment strategy in the constituent components of the fund's benchmark index.

Alinma Diversified Saudi Riyal Fund

 

Alinma IPO Fund

The Fund aims to achieve long-term capital appreciation attained by investing mainly in Shariah-Compliant Initial Public Offerings of Saudi Companies, Right Issues and Rump Offering as well as Shariah-Complaint Saudi Companies that have been listed in the Saudi Stock Exchange for 5 years or less. The Fund may also invest in shariah compliant funds with similar objectives.

Alinma Saudi Equity Fund

The Fund aims at developing the invested capital over the long term through investing in the Sharia-compliant Saudi stocks.  The Fund aims also at achieving performance that exceeds the benchmark by following active management that enables it to move between sectors in a timely manner with emphasis on promising companies that have attractive rates of assessment and those undergoing restructuring processes and have strong momentum for improving profitability.

Alinma Saudi Riyal Liquidity Fund

The fund is one of the Shariah-compliant investment vessels which aim at achieving good investment returns and preserving capital by financing Murabaha transactions in Saudi Riyal. The Fund Manager purchases goods from well known suppliers and pays the corresponding price in cash, and then sells such goods on a deferred basis to internationally reputable companies at a higher price. The difference between the purchase price and the sale price shall be the achieved profit margin.

Alinma Multi-assets Balanced Fund

The Fund aims to achieve optimum distribution over various asset classes of the Fund’s assets as the Fund Manager is planning to diversify potential risks of investments of the Fund and to neutralize their impact on revenue resulting from excessive focus on one category of asset classes while diversification of the investments of the Fund on several categories allowing a balance between the fund’s return and risk inherited. Diversification to achieve the optimal portfolio fund will be carried out by the Fund Manager by focusing on investment deals in short to medium-term Murabaha, financial market tools available in the local and Arabian equity markets with maximum of 50% of the Fund assets value, in Sukuk, structured products, and in various categories of mutual funds by specific percentages for each of the asset classes listed.

 

Alinma Retail REIT Fund

 

Alinma Hospitality Reit Fund

The investment objective of the Fund is to achieve continuous and growthable cash dividends for unitholders and to develop the Fund''s assets through direct investment in structurally developed and income-generating real estate. The Fund intends to focus heavily on the hotel sector, hospitality and tourist accommodation in its investments. The Fund may invest partially in real estate development projects, provided that the assets of the Fund invested in real estate developed for construction development and capable of realizing periodic rental income are not less than (75%).

Managed Assets

  • Vittory Palace Hotel
  • Rafal Ascot Hotel
  • Comfort Inn & Suites Hotel
  • Comfort Inn Olaya Hotel
  • Clarion Hotel Jeddah Airport

 

 

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General Information Download 
Definitions Download 
Mutual Funds Form Download 
Updated customer data Download 
Account Information Change Request Download 
Application for Mutual Funds Units Download 
Investment Account Agreement Download 
Self-Certification & Declaration Form for Individuals (FATCA & CRS) Download 
Self-Certification & Declaration Form for Institutions (FATCA & CRS) Download 
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