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

NAV 4.495KWD 0.012-0.260%
Also known as: Markaz Mumtaz|As of 04 Jun 2020

Fund Facts

StatusActive
Asset Type Equity
Geographic FocusKuwait
DomicileKuwait
Lipper GlobalEquity Kuwait
StructureKW - Open-ended Fund
Inception DateDecember 1999
CurrencyKWD
Fund Size56,336,315 KWD
NAV FrequencyPricing Weekly on Thursday
AdministratorKuwait Clearing Company S.A.K.
Kuwait Financial Centre SAK
Sponsor Kuwait Financial Centre (Markaz)
Fund ManagerKuwait Financial Centre K.P.S.C.
Kuwait Financial Centre SAK
Investment Advisor Kuwait Financial Centre SAK

Fund Returns

1 Month3.003%
3 Months-15.209%
YTD*-18.636%
1 YearGet Lipper
3 YearsGet Lipper
5 YearsGet Lipper
Since InceptionGet Lipper

Ratios

Beta0.962
Alpha-0.375
Sharpe Ratio-0.158
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)
4.495
Change
0.012 (-0.260%)
Previous Close
4.483
12 Months High
5.597
12 Months Low
3.864

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