Unit Trust

& WEALTH MANAGEMENT

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

Content

1. What is Unit Trust (UT) Investment?

2. What are the UT Funds we have?

3. What’s in it for the customers?

4. How to sell?

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

A refresher

What Is Unit Trust Investment?

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

Unit Trusts are a form of collective investment

that allows investors with similar investment

objectives to pool their funds to be invested in a

portfolio of securities or other assets.

FIMM Webpage

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

Each component is equally responsible in ensuring

your UT investment is prudently managed

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

Benefits

- Affordability

- Diversification

- Investment Exposure

- Professional Fund Management

Risks

- Stock Market Risk

By understanding these,

you can better manage

your customer’s

expectations and risk

tolerance

- Inflation Risk

- Management Risk

FIMM Webpage

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

© Al Rajhi Banking & Investment, 2006

For training purposes only. Not for circulation

What are the Unit Trust Funds under Al Rajhi?

Am-Namaa’ Asia-Pacific Equity

Am-Mateen Asia-Pacific Equity

Fund

Category

Equity (Shariah Compliant)

Fund Type

Growth

Investment

Objective

Seeks to grow the value of

investment in the Longer Term

by investing in listed equities

and equities related

investments and other Islamic

instruments that conform to the

principles of Shariah across

Asia Pacific (ex-Japan)

Seeks to grow the value of

investments over the medium to

long term (i.e. between three to five...