Objectives

The Fund has a mandate to invest globally in a diversified portfolio of equities and equity like instruments, that ADSI has identified as underappreciated by the wider market and offer sustainably high rates of growth and return. The fund will aim to outperform global equities and charge a performance fees only if it does so.

Key Points

  • The First Smart Beta Strategy developed for the region;
  • Low Volatility: Provide the lowest possible volatility;
  • Only required optimization inputs are correlations and volatility (no estimated returns);
  • Proved by Academic literatures to lead under-diversified portfolios;
  • Deal with investors’ biggest concerns for GCC / Frontier markets: Volatility
  • Underserved Market: No MENA / Frontier smart beta available in the market yet

Value Added Monthly Index

 

Documents

Fund Documentation

Prospectus (ADS Smart Funds)

Prospectus (ADS Smart Funds)

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Supplement (FTSE ADS Saudi MinVar)

Supplement (FTSE ADS Saudi MinVar)

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Subscription Agreement

Subscription Agreement

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Fund Fact Sheets

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Chose one of the options
ADS Saudi Fund Fact Sheet December 2020

ADS Saudi Fund Fact Sheet December 2020

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ADS Saudi Fund Fact Sheet November 2020

ADS Saudi Fund Fact Sheet November 2020

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ADS Saudi Fund Fact Sheet October 2020

ADS Saudi Fund Fact Sheet October 2020

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ADS Saudi Fund Fact Sheet March 2021

ADS Saudi Fund Fact Sheet March 2021

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ADS Saudi Fund Fact Sheet February 2021

ADS Saudi Fund Fact Sheet February 2021

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ADS Saudi Fund Fact Sheet January 2021

ADS Saudi Fund Fact Sheet January 2021

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ADS Saudi Fund Fact Sheet September 2020

ADS Saudi Fund Fact Sheet September 2020

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