صندوق الأهلي لأسهم الشركات السعودية الصغيرة والمتوسطة

• Investing primarily in shares of listed companies that meet the guidelines issued by the Shariah Board. In addition, the Fund may invest in ETFs, local IPO's and Rump Offerings whenever possible. Surplus cash may be invested in Shariah compliant Murabaha transactions and/or funds. The Fund may also have a limited exposure to Sukuk.

• The Fund will invest in selected Sahriah compliant companies listed in the Saudi stock exchange. However, in exceptional circumstances, the Fund may retain 30% of its assets in cash.

• The investments in the Fund are subject to the Fund Managers Investment Process which includes quantitative screens, company analysis and a rigorous review discipline.

• If the Fund invests in money market or fixed income instruments, the minimum credit rating of the investee Sukuk and counterparties will be as determined by one of the international credit rating agencies as per the following: Standard & Poor's: BBB-, Moody's: Baa3, Fitch: BBB-. In the absence of credit rating of the Fund's investments or counterparties, the Fund Manager will rate the quality of investments internally based on the stability and soundness of the financial position of the counterparty or issuer. The Fund's maximum exposure to any single counterparty will be 20% of the Fund's net asset value.

• The Fund will not invest in securities other than those mentioned above.

For more information on the Fund’s investment strategies please refer to the Terms & Conditions.