Jadwa Investment

Jadwa Investment is a one-stop-service wealth management and consulting organization based out of Riyadh and owns three regional offices. The company is authorized by the Capital Market Authority in the Middle East and in the United Arab Emirates, held by the Dubai Financial Services Authority. They have consumers from all over the globe and comprise government bodies, renowned family businesses, domestic and international asset managers, and great-earning people. 

Jadwa is the best-ranked stock market manager in Saudi Arabia, the leading private equity investor, and the top owner of listed REITs. They have earned a name as the collaborator most equipped to provide exceptional results to their customers and to lead enterprises to the next stage of institutionalization and development. Their customer focus, sensible investing strategy, and partnership spirit both inside and beyond the business characterize them.

Acknowledged with multiple awards for its outstanding services, the firm aims to provide best-in-class services to its clients and exceed their expectations. Jadwa's success may be attributed to a focused and rigorous investing strategy. Beyond everything, they are concerned with creating long-term worth. They make smart investing judgments based on foundations, expert training, and an organized and collective strategy. They respond with passion and make significant investments when they see a possibility. The outcomes testify for themselves.

The organization takes satisfaction in providing its customers with an ever-expanding range of Shariah-compliant investment opportunities. This comprises the management of investment funds and discrete mandates across a wide variety of local and worldwide investment vehicles. Also, it provides advice and trading services via its investment advisory, wealth management, and brokerage portals.

Since its founding, the business has been dedicated to adhering to Islamic legal and ethical norms and providing Shariah-compliant customers with increasing financial choices. The in-house Shariah team performs closely with corporate partners to build new Shariah-compliant financial products, assists the Shariah Board, and verifies the company's adherence to Board orders.

They aim to establish a sustainable organization by following certain principles. They are guardians of their customers' and stockholders' wealth, as well as the prestige of their business. The company emphasizes long-term value development over relatively quick profit. Moreover, their interests are aligned with those of their clients. Their fiduciary duty to every customer is a sacred bond that must not be breached.

List of Jadwa Investment Mutual Fund

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Jadwa Investment Logo
Jadwa GCC Equity Fund - Class C
  • Rate
    4.90
  • Risk
    Medium
  • Exp Ration
    1.67%
High
0%
Positive value
N/A
Jadwa Investment Logo
Jadwa GCC Equity Fund - Class B
  • Rate
    4.90
  • Risk
    Medium
  • Exp Ration
    1.67%
High
0.76%
Positive value
N/A
Jadwa Investment Logo
Jadwa GCC Equity Fund - Class A
  • Rate
    4.90
  • Risk
    Medium
  • Exp Ration
    1.67%
High
0%
Positive value
N/A

Essential Information About Jadwa Investment Mutual Fund

Mutual fund name :
Asset Management Company :
Jadwa Investment Mutual Fund
Sponsor Name :
M.D. & Board Members Names :
Adib Alzamil, Abdulaziz Alsubeaei, Abdulrahman Al-Ruwaita, Christopher Masterson, Iqbal Khan, Khalid Al-Khowaiter, Michael Powell, Tariq Al-Sudairy
Trustee :
AUM :
Website :
https://www.jadwa.com
Phone Number :
+966 11 279 1111
Registrar Address :
Sky Towers, 4th Floor, King Fahad Road Olaya Area, PO Box 60677, Riyadh 11555, Saudi Arabia
Email :
clients@jadwa.com

How to Invest in Jadwa Investment Mutual Fund?

As an investor, you can begin investing in Jadwa Mutual fund by utilizing one lumpsum payment feature or the SIP payment option.

However, SIP can be an excellent option if you are a paid employee. You can invest in either straight or traditional mutual funds. Both solutions have advantages and disadvantages. Let's have a look at how you can invest in this top-notch fund:

Connect with AMC to purchase Jadwa Investment Mutual fund:

By browsing the AMC portal, you get the option to invest in this mutual fund both online and offline. The procedure entails;

  • Setting up a new account.
  • Provide personal information for the investment.
  • Give your banking details.
  • Provide an image of the canceled check.

Offline investment may be completed by visiting the AMC local office and submitting an application and payment.

Use Investment Platforms to make an investment:

With the help of an online investment platform, you can easily invest in this mutual fund without making much effort. The portal offers a sole point of access for trading, reviewing, and regulating all of your investments with multiple AMCs.

To purchase via an online investing platform, follow these steps:

  • Register for an account on the investing site.
  • Choose your desired scheme of Jadwa Investment mutual fund.
  • Decide whether you wish to start SIP or pay lumpsum and select the amount.
  • Fill up a few personal data as asked by the portal.
  • To finish the investment, transfer funds online.

Connect with an Agent to invest in this fund:

Investing in this mutual fund is not advised because it is exorbitant and time-taking activity. To be clear, the purchase can be made through an agency by;

  • Look for an agent who is involved in mutual fund distribution.
  • Return the completed application form, a copy of the necessary papers, and the canceled cheque.

Download a Mutual fund app to make the investment:

An investment app allows you to invest in Jadwa Investment mutual funds seamlessly and transparently. To begin your investing adventure instantly, follow these steps:

  • Establish an investing account at the investment app.
  • Fill out all of the required information.
  • Submit all the essential documents as the app asks to fasten the investment process.
  • Select which Jadwa fund you want to invest in and make the investment.

FAQs About Jadwa Investment Mutual Fund

Is Jadwa Investment Mutual Fund suitable?

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Jadwa Saudi Equity Fund - Class A excelled over all the other funds handled by Jadwa Investment Co. and marked its position as the top-notch performer with a profit of 12.79%. The fund's plan concentrates on protracted investment returns by investing in specified assets such as Saudi stocks listed on Tadawul or non-Saudi marketplaces, comprising both primary and secondary versions.

Which is the best Jadwa Investment Mutual Fund?

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Jadwa Saudi Equity Fund - Class A excelled over all the other funds handled by Jadwa Investment Co. and marked its position as the top-notch performer with a profit of 12.79%. The fund's plan concentrates on protracted investment returns by investing in specified assets such as Saudi stocks listed on Tadawul or non-Saudi marketplaces, comprising both primary and secondary versions.

How to withdraw Jadwa Investment Mutual Fund investment?

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To withdraw from Jadwa Investment Mutual Fund, you can either go to the AMC office or get in touch with the broker via whom you have invested in this mutual fund. You can raise a request for withdrawal and get the task done by them on your behalf. Alternatively, you can also complete the withdrawal process by yourself if you have invested using an app. Just follow the steps stated on the app and complete the withdrawal process in no time to get your funds.