"Osool & Bakheet Saudi Trading Equity Fund"

Summary Brochure (1/2)

 
What is the Fund?

It is a Sharia compliant investment fund (open-end type) investing in Saudi stocks. The fund offers an opportunity for investors (Subscribers) to participate in its return via unit’s acquisition.

 
Fund Goals:

The fund aims to achieve a relative positive return (i.e. compared to the benchmark, which is S&P Saudi Arabia Shariah Index or a similar index). In addition, the fund seeks to outperform the average return of similar competing funds (if they exist) while minimizing its risk level.

 
Fund Characteristics:
The Fund offers subscribers the following:

A unique professional team specializing in asset management and fundamental equity analysis.

   

Investment Diversification across companies, sectors and industries.

   

The fund will avoid any unnecessary risk.

   

The fund is overseen by an independent Sharia committee to assure its Sharia compliance

 
Investment Strategy:

Investment in the fund should be long term in order to realize the fund's goals.

 
Post Subscription Strategy:

One of Osool & Bakheet Investment Company (OBIC) main aims is to enhance investors' awareness level by explaining OBIC strategy in a clear and transparent manner through the following:

 
   

"Osool & Bakheet Saudi Trading Equity Fund"

Summary Brochure (2/2)

 

Provide clients with periodical (monthly) reports on fund's performance.

   

Publish weekly fund information on our website: www.obic.com.sa and other official sites.

   

Continue supporting the investment community with presentations across the KSA.

 
Fund Features:
Fund Type Open-end
Fund Term Long-term
Category Equity, Saudi Sharia compliant
Fund Currency Saudi Arabian Riyal (SAR)
Benchmark S&P Saudi Arabia Shariah Index
Risk Profile High
Inception Price One Saudi Riyal
Minimum Investment 10,000 (Ten thousand) Saudi Riyals
Valuation Days Daily
Management Fees 1.5% p.a.
Other Fees: 0.5% (For Early Redemption)
 
 For further details about subscription:

Call our OBIC phone service at +966 (11) 419-1797

   

Visit our website: www.obic.com.sa

 
Notice:

This Brochure is for publicity purposes only and does not include the full fund’s term and conditions. For further fund details, please visit us at our website: www.obic.com.sa or visit our office.

 
 

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Osool & Bakheet Investment Company (OBIC) is pleased to invite you to be one of our valuable clients. Upon receiving your information (below) we will contact you. All information provided by you are non-obligatory.

Fund Name
Osool & Bakheet Saudi Trading Equity Fund
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