United US Markets Fund

United US Markets Fund

About United US Markets Fund

Launched in Q2 2025, the United US Markets Fund is designed to give investors access to the world’s largest and most dynamic equity market — the United States. The Fund focuses on companies listed on major U.S. stock exchanges, including the New York Stock Exchange (NYSE) and NASDAQ. Backed by one of Oman’s leading asset managers, the Fund has already attracted a wide base of investors, including pension funds, corporates, and high-net-worth individuals. With a competitive fee structure and a research-driven investment process, the Fund is well-positioned to capture long-term growth opportunities in the U.S. equity market. The Fund is regulated by the Financial Services Authority (FSA) of Oman and listed on the Muscat Securities Exchange (MSX).

Key Features

1. - Access to U.S. Markets – Exposure to the most liquid and innovative equity market in the world.
2. - Focused Portfolio – A curated selection of high-conviction companies across sectors and market caps.
3. - GARP Investment Philosophy – Balance of growth and value for long-term performance.
4. - Experienced Management – Managed by a seasoned Oman-based team with deep expertise in U.S. equities.

Investment Strategy
The United US Markets Fund follows an active investment strategy built around long-term fundamentals. We focus on high-quality U.S. companies that demonstrate:

• Strong financial performance
• Solid growth potential
• Reasonable valuations

Our portfolio typically includes a concentrated set of high-conviction stocks, balancing well-established large-cap names with innovative, fast-growing mid-cap companies. While we aim to remain fully invested, we maintain the flexibility to adjust allocations or increase cash positions in response to market conditions.

The strategy is grounded in a Growth at a Reasonable Price (GARP) framework, combining elements of both value and growth investing. The portfolio is actively managed with a long-term outlook, seeking to deliver consistent capital appreciation for our investors.

Fund Net Asset Value (NAV) reporting
The Fund’s (NAV) is calculated daily on every Omani business day, using the latest available closing prices from U.S. markets. Regular updates — including factsheets and performance summaries — are shared with investors and the NAV is published on the Muscat Securities Exchange (MSX) 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 KYC Form Factsheet Prospectus Contact us

 

Disclaimer: This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any financial product. Fund investment strategy, portfolio holdings may change over time. United Securities LLC is licensed and regulated by the Financial Services Authority of Oman