Fund Objective

To provide capital appreciation and income primarily through investment in listed equities on the Boursa Kuwait and investment in unlisted equities in the State of Kuwait.

Fund Features

Established back in 2001 and considered among the oldest and largest conventional fund in the region with a track record of over two decades. Invested companies are diligently screened on qualitative and quantitative parameters. The fund has a diversified shareholder base including government institutions, corporates and retail investors.

Top 5 Holdings

Agility Public Warehousing Company

Kuwait Finance House

Mobile Telecommunications Company

National Bank of Kuwait

Ahli United Bank BSC



Sector Distribution

Geographical Distribution

How To Subscribe And Redeem

You are able to print the applications of subscription and redemption from the website and submit them along with a copy of the required documents via email CRM@nic.com.kw

Or you can visit the company with the required documents at the following address.

Fund Name
Al Wataniya Investment Fund
Subscription and Redemption
Weekly Subscription / Redemption Fee = None
Fund Manager

National Investments Company
Management Fee
1.0% per annum
Term of the Fund
10 years, renewable
Incentive Fee
Only 15% of the amount by which the annualized return of
the fund exceeds the Total Return benchmark. Fund returns
must be positive.
Net Asset Value
Calculated on the last trading day of every week
Fund Capital
KWD 25 to 300 million
Paid Up Capital
KWD 199,264,325
Quarterly or Annually
Asset Value
KWD 139,720,261
Gulf Custodian Company
Base Currency
Kuwaiti Dinar
Custodian & Investment Controller
Kuwait Clearing Company
Nominal Value
KWD 1.000
Minimum Investment
1,000 Units with multiples of 1 Unit

Khaled Hasan Ibrahim Alahmed-ALSOOR Certified Public
Fund Capital:

KWD 25 To 300 Million