+18years
A family endowment
A multi-generation endowment we have managed since inception, structured to fund giving in perpetuity without touching principal.
Track Record
The numbers, and the disclosures behind them.
A summary of strategy performance and selected mandate outcomes. All figures net of fees, reported to 31 December 2025.
Strategy performance
| Strategy | 1-year | 3-year p.a. | Since |
|---|---|---|---|
| Balanced Strategy | +11.2% | +9.4% | |
| Saudi Equity Fund | +14.6% | +10.8% | |
| Sukuk Income Fund | +5.3% | +4.7% | |
| Diversified Growth | +12.9% | +8.6% |
Selected mandates
Client identities are withheld by policy. Outcomes are shared with permission.
SAR 900mmandate
A corporate treasury
A liability-aware strategy for a listed company’s reserves, balancing daily liquidity against a long-dated return target.
2020stress-tested
A pension allocation
A defensive allocation that protected capital through the 2020 drawdown and recovered ahead of its benchmark.
Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise, and capital is at risk. This page is information, not an offer or investment advice.