Benefit From Global Experts To Manage Your Money
AUB Private Banking offers you access** to a wide range of mutual funds from some of the world’s leading investment houses in key asset classes like Global Equities, Global Bonds, Emerging Market Equities, Emerging Market Bonds, High Yield Bonds, Real Estate and more. We also offer Shari’a-compliant Funds.
We offer funds managed by international asset managers like Azimut, Barings, Blackrock, BNY Mellon, Fidelity, Franklin Templeton, Goldman Sachs, Invesco, Janus Henderson, MFS, Nomura, PIMCO, PineBridge, Russell and Schroder.
The initial subscription amount shall be a minimum of US$ 10,000/- / £10,000/- / €10,000/- as appropriate to the Fund denomination or as detailed in the relevant Prospectus or higher if specified by the fund house. The Bank’s arrangement fee is in addition to the investment subscription and ranges from 1.0% to 3.0% depending on the investment amount.
** available to investors based on them meeting the investor qualification criteria as per Bank’s policy.
Your Relationship Manager will understand your financial objectives and risk appetite and then help you build an appropriate portfoilo.
Focus on growth for the future.
Choice of funds that offer periodic income distribution.
Invest as per your cash flow position & convenience.
Manage risk through a diversified portfolio of funds.
Redeem units at any time.**
Financing against pledge of eligible investments.
Periodic performance reports to track investment returns.
**Some funds have quarterly redemptions.
Our experienced and qualified Relationship Managers will guide you in constructing well-diversified portfolios in line with your financial objectives with leading global and regional Fund Managers across asset classes for conventional and sharia compliant solutions.
For a list of the Fund Houses that we deal with please see below and click on the links to access the Prospectus.
Call your Relationship Manager to help you select and build a well-diversified investment portfolio for you.
Ahli United Bank B.S.C. ("AUB") is licensed as a conventional retail bank by the Central Bank of Bahrain. All recipients of this document should note that it is being furnished to them solely for information purposes and may not be reproduced or redistributed to any other person without the permission of AUB. Although information has been obtained from and is based upon sources believed to be reliable, AUB does not guarantee its accuracy and it may be incomplete or condensed. All opinions and estimates constitute AUB's judgment at the date of publication and are subject to change without notice. AUB does not advise as to the suitability or otherwise of transactions and is dealing with recipients exclusively on the basis that they have obtained sufficient knowledge, experience and/or professional financial, legal, tax and other advice to make an independent assessment thereof. The value of the product mentioned herein may go down as well as up. Investment / products are not considered deposits and therefore not covered by the Kingdom of Bahrain's deposit protection scheme. The fact that investments has been approved / authorized / registered by the Central Bank of Bahrain ('CBB'), does not mean that the CBB takes responsibility for the performance of these investments, nor for the correctness of any statements or representations made by the operator of investment/products. Investment products are not insured by government or governmental agencies. Investment and Treasury products are subject to Investment risk, including possible loss of principal amount invested. Past performance is not indicative of future results: prices can go up or down. Investors investing in investments and/or treasury products denominated in foreign (non-local) currency should be aware of the risk of exchange rate fluctuations that may cause loss of principal when foreign currency is converted to the investors home currency. Investment and Treasury products are not available to U.S. persons. All applications for investments and treasury products are subject to Terms and Conditions of the individual investment and Treasury products. If customer changes residence, citizenship, nationality, or place of work, it is his/her responsibility to understand how his/her investment transactions are affected by such change and comply with all applicable laws and regulations as and when such becomes applicable. We will receive remuneration for arranging your transaction. Spread amounts will vary depending on your choice of Base and Alternate Currencies, tenor and Strike Rate as well as market conditions. You must read the terms and conditions carefully including detailed information on the CIU prospectus available on the link: www.ahliunited.com/bh/wealth/private-wealth-management/mutual-funds/. If the client has a complaint about the Bank or any part of the service offered, in the first instance, make a complaint to your Relationship Manager and if he or she fails to resolve the matter then it should be referred to the Customer Complaints Officer (refer to a simple and easy-to-use guide on customer complaints procedures available at branches and bank's website) contactable at the Bank on +973 17 58 6113 or write to the Customer Complaints Officer at Ahli United Bank B.S.C., Building 2495, Road 2832, Al-Seef District 428, PO Box 2424, Manama, Kingdom of Bahrain / www.ahliunited.com/bh.
How can I know more about Mutual Funds?
Request a call back for more information