Capital Markets
Alkhabeer Capital Markets Department provides a wide spectrum of Shari’ah-compliant investment management services tailored to the needs of high-net-worth individuals, institutional clients, and family businesses.
Our investment philosophy is to emphasize long-term capital growth and provide investors with a consistent outperformance over the relevant benchmark. We align our interest with that of our clients and offer a competitive management fee structure.
Our dedicated investment managers cover Saudi Arabia and GCC markets across the equity and fixed income universe, and are supported by an award-winning investment team that includes portfolio managers and buy-side research professionals.
Our investment services are offered through discretionary portfolio management agreements where a client can determine his\her market risk and return appetite.
Discretionary Portfolio Management
Alkhabeer Capital’s DPM team has engineered several Ideal portfolios that broadly represent distinct risk groups. However, each and every client portfolio will be custom-built based on the client’s preferences and needs.
Our DPM service is offered exclusively to HNW clients and institutional investor who receive the highest level of client-servicing, and are regularly updated with market developments, risk reporting and portfolio performance. Investors receive regular updates and annual client visits with the portfolio and business development teams.
Our Portfolio
Risk Averse: Objective is principal preservation with inflation plus returns. Investments may include Murabaha, funds, or principal-protected structures.
Income: Objective is income generation through low risk investments. Investments may include Sukuks, Murabaha, funds, or principal-protected structures.
Balanced: Objective is capital growth through a balanced allocation. Investments may include equities, Sukuks, Murabaha, funds, or principal-protected structures.
Aggressive: Objective is high capital growth. Investments may include equities, high yield Sukuks and funds.
Public Funds
Alkhabeer Income Fund, a closed-ended traded fund regulated by the Capital Market Authority (CMA), is the first traded product of its kind in the region that provides global exposure to a multi-asset portfolio of income generating assets.
The primary objective of the Fund is to generate periodic income for the investors by investing in various Shari’a-compliant income-generating assets such as Sukuk, Trade Finance, Leasing, Income Funds and Murabaha.
Alkhabeer Growth and Income Fund is a Sharia-compliant open-ended public fund. It was established in accordance with the laws and regulations in the Kingdom of Saudi Arabia and is subject to the supervision and supervision of the Capital Market Authority.
It aims to grow the Fund’s net asset value through the performance of its investments in the long term and to generate periodic income for investors, through a diversified portfolio of global stocks, public and private equity funds, corporate offerings for public subscription and private offerings.
“Alkhabeer Income Fund 2030” is a publicly traded, closed-ended investment fund compliant with the guidelines of the Shariah Supervisory Committee. It was established in accordance with the applicable laws and regulations in the Kingdom and is subject to the supervision and oversight of the Capital Market Authority.
The fund’s investment objective is to generate periodic income for investors by investing in income-generating assets through an investment structure that complies with the guidelines of the Shariah Supervisory Committee.