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Portfolio Management

At SHUAA Asset Management, discretionary portfolio management is a privilege we take seriously. We offer our high net worth investors, as well as institutions, tailor-made solutions through our Discretionary Portfolio Management (DPM) arm. Most of our DPM clients have been loyal customers over the past decade, based on our exceptional performance managing their portfolios and our unwavering commitment to servicing their investment needs.

When trying to select the right investment at the right time you are often confronted with a myriad of complex factors requiring careful analysis, evaluation and monitoring. SHUAA Asset Management can be of invaluable service in this decisive process. Our portfolio management specialists are highly experienced and always manage client assets against a background of financial responsibility that you can expect from the market leader.

While your portfolio is under management with SHUAA, you benefit from personalized services:

  • Customization of approach based on analysis of each client’s risk tolerance, return requirements, geographical and other preferences, including shariah-compliant investment.
  • Customised mandates, usually across asset classes like equity and fixed income with tailored objectives, are prepared for discussion and approval by client.
  • When objectives are agreed we set out to maximize them, using our expertise and strengths with or without the constraints of benchmarks.
  • Ongoing, we provide personalised and enhanced service – including continuous updates on portfolios, market and company research, access to portfolio managers as well as quarterly visits.
Fund Inception NAV Date NAVs YTD% Benchmark YTD%  Absolute Return Since Inception %
MENA Shariah  8/19/2004 7/31/2016 N/A 2.40% -2.00% 231.24%
 GCC Shariah 9/22/2011 7/31/2016 188.04 0.57% -2.15%  89.20%


SHUAA Asset Management was awarded ‘Best Regional Asset Manager 2015’ by Banker Middle East. While the Emirates Gateway Fund was voted the Equity Fund of the Year for four consecutive years 2011-2015 by MENA Fund Manager.

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