Investment Portfolios

Don’t put all your eggs in one basket!

Everyone knows that putting what you value in one place involves risk. If the basket falls, all your eggs are gone and you have nothing. Wouldn’t it be better to put your eggs in multiple baskets?

Just imagine placing all your money in a single stock and that individual stock crashes. Can you afford that kind of loss?

We at Mubasher Financial Services now have diversified investment strategies that ensure your money is spread across different types of investments. These are well-diversified portfolios of mutual funds that include many different types of asset classes across different markets including U.S. stocks, international stocks, bonds or Sukuk and other instruments.

Our partner financial institution created these strategies for us to enrich our already extensive offerings. Their investment team has decades of combined experience in investment research, fund selection and portfolio management, including for such prestigious organizations as Rabobank, Julius Baer, Emirates NBD and Kotak Mahindra Bank.

Now you can put your eggs in multiple baskets with a single Mubasher investment!

Why should you invest in our investment strategies?

Professionally Selected

Over 8,000 funds from the world’s top fund managers such as Goldman Sachs, Black Rock, and Fidelity have been screened and scored to make sure that only the best funds are selected for the investment strategies.

Actively Managed

The selected funds are continually monitored, reviewed, and changed when necessary to ensure that the investment strategies have the optimal selection required to maximize your returns.

Diversification

Providing you with easy access to different asset classes such as equities, bonds and real estate as well as multiple geographies and sectors through one simple investment. This allows you to achieve more consistent returns over time whilst reducing the volatility of your portfolio.

Exposure to Wider Markets

The range of funds included provides access to investment opportunities that otherwise may be difficult to achieve, increasing your investment options.

Easy Accessibility

Investing in the strategy is very straightforward and gives you access to a wide range of professionally managed investments in a few simple steps. They also benefit from daily liquidity so your money is available at short notice.

We offer 9 different portfolios to suite your exact investment need

Global Investment Strategies

Mubasher Global Growth Learn more>
Mubasher Global Balanced Learn more>
Mubasher Global Prudent Learn more>

Regional Investment Strategies

Mubasher Regional Growth Learn more>
Mubasher Regional Balanced Learn more>
Mubasher Regional Prudent Learn more>

Sharia Investment Strategies

Mubasher Sharia Growth Learn more>
Mubasher Sharia Balanced Learn more>
Mubasher Sharia Prudent Learn more>

Investment Strategy Performance (As of May 31st 2017)

Mubasher Investment Strategies

Strategy Name YTD 1 Year 3 Year Anualized* 5 Year Anualized* Summary
Mubahser Global Growth Strategy 10.01 16.98 7.05 10.32 For Aggressive investors who wish to invest in a range of high quality Global mutual funds
Mubahser Global Balanced Strategy 5.93 11.50 4.94 6.86 For Balanced investors who wish to invest in a range of high quality Global mutual funds
Mubahser Global Prudent Strategy 3.38 6.99 3.18 4.25 For Cautious investors who wish to invest in a range of high quality Global mutual funds
Mubahser Regional Growth Strategy 7.89 11.75 -1.81 6.46 For Aggressive investors who wish to invest in a range of high quality Global and regional mutual funds
Mubahser Regional Balanced Strategy 6.57 10.08 -0.52 6.40 For Balanced investors who wish to invest in a range of high quality Global and regional mutual funds
Mubahser Regional Prudent Strategy 4.83 8.75 1.04 5.80 For Cautious investors who wish to invest in a range of high quality Global and regional mutual funds
Mubahser Sharia Complaint Growth Strategy 4.63 4.63 -0.55 5.64 For Aggressive investors who wish to invest in a range of high quality Sharia Complaint mutual funds
Mubahser Sharia Complaint Balanced Strategy 4.23 4.40 0.65 5.91 For Balanced investors who wish to invest in a range of high quality Sharia Complaint mutual funds
Mubahser Sharia Complaint Prudent Strategy 3.97 3.28 2.01 4.80 For Cautious investors who wish to invest in a range of high quality Sharia Complaint mutual funds