Kuwaiti and
GCC equities
Cash and money
market funds
SMA Options
Conventional Local
SMA
Sharia Compliant
Local SMA
Conventional GCC
SMA
Sharia Compliant
GCC SMA
Within each SMA, there is at least one investment model , whose job is to manage the ongoing asset allocation based on one or more of these Investment models.
Local/Regional Scope
NIC offers investors discretionary portfolio management services in the local and regional markets.
Objective: to achieve high total return on a risk adjusted basis vis-é-vis the identified benchmark.
Medium to long term in “blue-chip”
50% to 70% of the portfolio will invest in these equities which adhere to the following criteria:
•Stable growth
•Strong operating profits
•Strong management team
•Solid financial standing
•Dividend income
•Attractive fundamentals
•High liquidity
Short to Medium term investments
20% to 30% of the portfolio will focus on these investments including:
•Short term IPO’s
•Opportunities arising from trading disparities
•Financially restructured companies with sound growth prospects
•Liquid small cap companies with promising growth prospects