Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Emirates Islamic MENA Opportunities USD A Acc

Ranked 136 out of 140 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Yong Wei Lee

Yong Wei Lee was born in Singapore in 1972. He graduated from Nanyang Technological University and majored in Mechanical and Production Engineering. He started his investment career in 1999 as a manager at Straits Lion Management. He moved to Lion Capital Management in 2005 as a senior manager. He is currently head of MENA equities at Emirates NBD Asset Management having joined the company in 2007. He holds the Charted Financial Analyst designation, and outside of work he likes to spend time with his family.

Objective

To provide investors with a professionally managed means of participating in Shari’a compliant growth investments across a range of MENA markets. The fund aims to achieve long-term capital growth from a diversified portfolio of Shari’a compliant equity securities, although it can take on exposure to other assets from time to time if the Investment Manager believes it would be appropriate to do so. These assets include, but are not limited to, Murabaha and fixed deposits, Sukuk, trade finance, real estate, alternative strategies and cash equivalent assets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible Other over : 31/12/2016 - 31/12/2017
  • Rank 136/140 Total Return
  • Rank 43/140 Standard Deviation
  • Rank 110/140 Max Drawdown
Fund Name Currency Return
134 Administrado 6 SA de CV FIID A USD

5.8%

135 PBPM Balance KL1

Currency exposure is hedged

Currency exposure is hedged

DKK

5.1%

136 Emirates Islamic MENA Opportunities USD A Acc USD

3.8%

137 CI Crecimiento SA de CV FIRV A USD

3.0%

138 BBVA Bancomer RV12 SA de CV FIRV C USD

2.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.8% 2.4% 1.7% 1.6% -1.9%
2016 6.3% -0.8% 0.9% -5.0% 11.8%
2015 -11.4% -3.6% 3.7% -7.0% -4.8%
2014 9.5% 9.4% 2.2% 9.6% -10.6%
2013 15.2% 3.4% 0.6% 5.8% 4.8%
2012 11.7% 8.2% -2.3% 3.8% 1.8%
2011 -7.6% -1.6% -1.5% -4.7% 0.1%
2010 3.1% -0.4% -1.7% -1.2% 6.4%
2009 11.0% -1.7% 11.4% 8.8% -6.9%
2008 -34.0% 2.6% 4.3% -14.2% -28.0%
2007 19.9% 0.2% 5.6% 2.5% 10.6%
2006 4.0% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. Singapore
  3. United Arab Emirates

Fund Info

  • Launch date26/05/2006
  • Share Class size25Mn
  • Base currencyUSD
  • ISIN GB00B1436X66

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).