United GCC Fund
About United GCC Fund
Launched on June 13, 2011, the United GCC Fund is an open-ended mutual fund designed to deliver capital appreciation and income through active investments in equities listed across all seven GCC stock markets. The fund also has the flexibility to invest in international equities when opportunities arise.
The fund is managed by United Securities LLC, one of Oman’s most experienced asset managers, with over 30 years of track record in regional investment management. It is regulated
by the Financial Services Authority (FSA) of Oman and is listed on the Muscat Securities Exchange (MSX).
Supported by a decade-long performance history and a competitive fee structure, the fund is backed by a strong institutional investor base including pension funds, corporates, and high-net-worth individuals (HNIs). It offers an efficient vehicle for investors seeking long-term growth and income across the region.
Investment Strategy
The fund aims to achieve its objective through dynamic investment in equities listed in the GCC & international markets. From time to time, the fund may participate in other equity-related and debt instruments. Typically, the portfolio is invested in highly liquid common equity with a market cap of USD100M and above.
The fund follows a bottom-up approach to investing, where each investment opportunity is weighted on parameters such as economic moat. The fund invests in companies that the fund manager believes are undervalued and has an adequate margin of safety. A stringent process is followed where every decision is backed by the thorough research.
Investment Process
We strongly believe in following principles of value investing, which we believe will help in creating value for our investors.
UGCC Fund Salient Feature
- 1.Strong and stable returns since inception.
- 2.Diversified portfolio comprising high quality stocks across the region and sectors.
- 3.Offers capital appreciation and income opportunities to the investors.
- 4.Consistent track record of paying Dividend
Fund Net Asset Value (NAV) reporting
NAV of the fund is calculated weekly on Wednesdays at the end of business after closing of all markets in which fund has investment allocations. UGCC funds NAV is published on Muscat Securities Exchange website.
Subscription & redemption
Investors willing to purchase or redeem Fund units can do so by completing and submitting the subscription or redemption forms.
Subscription & Redemption form Factsheet Prospectus Contact us
Disclaimer: This material is for informational purposes only and does not constitute investment advice or an offer to buy or sell any financial product. Fund strategies, holdings, and performance are subject to change. United Securities LLC is licensed and regulated by the Financial Services Authority (FSA) of Oman
