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|Lipper Global||Mixed Asset Other Balanced|
|Inception Date||August 2008|
The Fund aims to provide average annual returns that are distinctly higher than bank deposit rates with low risk over the medium term, and generate superior risk-adjusted returns while insuring long-term capital preservation by balancing investments in Jordanian equity and fixed income securities. The Fund will use moderate leveraging of positions. At least 50% of assets will be invested in Jordanian fixed income instruments denominated in JOD and USD including but not limited to sovereign bonds, Eurobonds, Certificates of Deposit and Time Deposit accounts, and a maximum of 50% in Jordanian Equities.
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