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MASHREQ ARAB TIGERS A USD - Fund overview

No Bestinvest rating


Overview of MASHREQ ARAB TIGERS A USD

The aim of the fund is long term capital appreciation through investment in a concentrated portfolio of equities listed in the Middle East and North Africa.

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  August, 2008
Size  £3m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 574.87p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 2.00%
Total expense ratio 2.00%
Reduction in yield (10yr) 2.20%

Bestinvest says


No information available.

Portfolio

mashreq arab tigers a usd asset allocation illustration
Allocation Proportion
Equity 79%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 21%
mashreq arab tigers a usd equity geographic illustration
Allocation Proportion
UK
Europe
Nth America
Japan
Pacific
Other Equity 100%
mashreq arab tigers a usd equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The fund aims to achieve long term capital appreciation through investment in securities listed on GCC and North of Africa Stock Exchanges. This includes companies listed in the Maghreb and Levant. The management team screen the investable universe of stocks on liquidity criteria before undertaking in house fundamental research. They also undertake proprietary valuation on companies in order to arrive at a concentrated portfolio of stocks.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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