Our Mutual Fund
Range

Professionally managed funds designed for every risk profile, investment horizon, and financial goal.

Past performance is not indicative of future results. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. All figures shown are for illustrative purposes.

Al-Mushriqah Equity Growth Fund

Equity High Growth

A high-conviction equity fund investing primarily in UAE, GCC, and select emerging market equities. The fund seeks long-term capital appreciation by targeting quality companies with strong fundamentals, sustainable earnings growth, and competitive market positions.

5-Yr Return
+18.4%
Min. Investment
AED 10,000
Management Fee
1.5% p.a.
Fund Size
AED 320M
Benchmark
DFM Index
Inception Date
Jan 2010
Risk LevelMedium-High
LowMediumHigh
UAE & GCC blue-chip equity focus
Active portfolio management by CFA-qualified team
Quarterly dividend distribution option
Monthly NAV reporting & digital portal access
Invest in This Fund
NAV Performance (5-Year)
2020 2021 2022 2023 2024
+6.2%
1-Yr
+11.8%
3-Yr Annlzd
+18.4%
5-Yr Annlzd
+142%
Since Incptn

Al-Mushriqah Income & Yield Fund

Fixed Income Steady Income

A conservative income fund that primarily invests in UAE government bonds, GCC sukuk, investment-grade corporate bonds, and money market instruments. Designed for investors seeking regular income with capital preservation as the primary objective.

5-Yr Return
+9.2%
Min. Investment
AED 5,000
Management Fee
0.75% p.a.
Fund Size
AED 180M
Benchmark
EIBOR + 2%
Dividend Yield
~5.2% p.a.
Risk LevelLow-Medium
LowMediumHigh
Monthly income distributions
UAE government & AAA-rated sukuk holdings
Capital preservation focus with low volatility
Ideal for retirees and conservative investors
Invest in This Fund
NAV Performance (5-Year)
2020 2021 2022 2023 2024
+4.1%
1-Yr
+7.3%
3-Yr Annlzd
+9.2%
5-Yr Annlzd
+68%
Since Incptn

Al-Mushriqah Balanced Portfolio Fund

Balanced Growth + Income

A diversified multi-asset fund combining UAE and GCC equities with fixed income instruments in a 60/40 allocation. The fund targets balanced growth with income generation, offering investors the best of both equity upside and fixed-income stability.

5-Yr Return
+13.6%
Min. Investment
AED 7,500
Management Fee
1.1% p.a.
Fund Size
AED 210M
Equity Allocation
60%
Bond Allocation
40%
Risk LevelMedium
LowMediumHigh
Dynamic 60/40 equity-bond rebalancing
Quarterly income distribution
Suitable for medium-term investment horizon (3–7 years)
Downside protection through bond cushion
Invest in This Fund
NAV Performance (5-Year)
2020 2021 2022 2023 2024
+5.4%
1-Yr
+9.8%
3-Yr Annlzd
+13.6%
5-Yr Annlzd
+98%
Since Incptn

Al-Mushriqah Shariah Growth Fund

Halal Certified Shariah-Compliant

A fully Shariah-compliant equity fund supervised by our independent Shariah Supervisory Board. The fund invests exclusively in halal-screened equities — excluding riba-based financial instruments, alcohol, tobacco, weapons, and other prohibited sectors — to deliver ethical, faith-aligned returns.

5-Yr Return
+15.8%
Min. Investment
AED 10,000
Management Fee
1.25% p.a.
Fund Size
AED 140M
Shariah Board
Certified ✓
Zakat Calculation
Provided ✓
Risk LevelMedium
LowMediumHigh
100% Shariah-screened equity universe
Independent Shariah Supervisory Board oversight
Annual Zakat calculation provided to investors
Purification of non-permissible income
Invest in This Fund
NAV Performance (5-Year)
2020 2021 2022 2023 2024
+7.1%
1-Yr
+12.4%
3-Yr Annlzd
+15.8%
5-Yr Annlzd
+118%
Since Incptn

Fund Comparison

Fund Name Category Risk Level Min. Investment 5-Yr Return Mgmt. Fee Shariah
Equity Growth Fund Equity Medium-High AED 10,000 +18.4% 1.5% p.a.
Income & Yield Fund Fixed Income Low-Medium AED 5,000 +9.2% 0.75% p.a.
Balanced Portfolio Fund Multi-Asset Medium AED 7,500 +13.6% 1.1% p.a.
Shariah Growth Fund Equity (Halal) Medium AED 10,000 +15.8% 1.25% p.a. ✓ Certified

How to Invest

Start your mutual fund journey in four easy steps.

01

Choose Your Fund

Review our fund range and select the one that matches your risk profile and investment goals.

02

Submit Request Form

Complete our secure Investment Consultation Form with your personal and financial details.

03

Advisor Consultation

Our dedicated advisor contacts you within 24 hours to finalise your investment mandate.

04

Portfolio Activated

Once onboarding is complete, your fund units are allocated and you gain portal access.

Not Sure Which Fund is Right for You?

Our fund advisors will guide you to the perfect investment matching your goals and risk appetite.