United GCC Fund
About United GCC Fund
United GCC Fund was launched in June 2011 with a mandate to invest in the companies listed in the seven exchanges across the GCC. Subsequently the fund’s mandate was extended allowing investments in international equities on opportunity basis. The fund has several institutions such as pension funds, corporates and HNIs in its clientele. With the lowest fee structure and a proactive investment approach, the United GCC Fund has been conceptualized to provide investors with the best option to participate in opportunities that are available in the regional and international equities. The Fund is listed in Muscat Securities Exchange. United GCC Fund was launched in June 2011 with a mandate to invest in the companies listed in the seven exchanges across the GCC. Subsequently the fund’s mandate was extended allowing investments in international equities on opportunity basis. The fund has several institutions such as pension funds, corporates and HNIs in its clientele. With the lowest fee structure and a proactive investment approach, the United GCC Fund has been conceptualized to provide investors with the best option to participate in opportunities that are available in the regional and international equities. The Fund is listed in Muscat Securities Exchange.
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
