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Markaz Fund For Excellent Yields (MUMTAZ) (KFCMUMT.MF)

NAV 4.827KWD 0.002-0.040%
Also known as: Markaz Mumtaz|As of 03 Sep 2020

Fund Facts

StatusActive
Asset Type Equity
Geographic FocusKuwait
DomicileKuwait
Lipper GlobalEquity Kuwait
StructureKW - Open-ended Fund
Inception DateDecember 1999
CurrencyKWD
Fund Size69,910,564 KWD
NAV FrequencyPricing Weekly on Thursday
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 Month6.465%
3 Months7.637%
YTD*-12.422%
1 YearGet Lipper
3 YearsGet Lipper
5 YearsGet Lipper
Since InceptionGet Lipper

Ratios

Beta0.953
Alpha-0.177
Sharpe Ratio-0.103
Information RatioGet Lipper
Annusalised Standard DeviationGet Lipper

Investment Strategy

The fund seeks to achieve long term capital appreciation through investing in blue-chip companies listed on the KSE.

Fund Performance

NAV (SAR)
4.827
Change
0.002 (-0.040%)
Previous Close
4.825
12 Months High
5.597
12 Months Low
3.864

Lipper fund performance data

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