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Markaz Forsa Financial (KFCFORS.MF)

NAV 1.258KWD 0.056-4.700%
Also known as: Markaz Forsa Financial|As of 30 Nov 2019

Fund Facts

StatusActive
Asset Type Equity
Geographic FocusKuwait
DomicileKuwait
Lipper GlobalEquity Kuwait
StructureKW - Open-ended Fund
Inception DateJune 2004
CurrencyKWD
Fund Size48,150,438 KWD
NAV FrequencyPricing Monthly, 1 time at end
AdministratorKuwait Financial Centre K.P.S.C.
Sponsor Kuwait Financial Centre
Kuwait Financial Centre K.P.S.C.
Fund ManagerKuwait Financial Centre K.P.S.C.
Investment AdvisorKuwait Financial Centre K.P.S.C.

Fund Returns

1 Month-.000%
3 Months5.038%
YTD*18.371%
1 YearGet Lipper
3 YearsGet Lipper
5 YearsGet Lipper
Since InceptionGet Lipper

Ratios

Beta0.806
Alpha-0.682
Sharpe Ratio0.313
Information RatioGet Lipper
Annusalised Standard DeviationGet Lipper

Investment Strategy

The objective of the Fund is to achieve stable returns with low volatility relative to that of the KIC Index by investing in the shares of companies listed on the Kuwait Stock Exchange, issuing and selling put and call options on Kuwaiti stocks. The Manager shall monitor and manage closely the risk of the Fund so as to maintain a risk level lower than that of the stock market.

Fund Performance

NAV (SAR)
1.258
Change
0.056 (-4.700%)
Previous Close
1.202
12 Months High
1.318
12 Months Low
1.063

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