NREC — National Real Estate Company
Fixed Income Fund

NREC Balanced Income Fund

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Annual Return

+6.1%

AUM

KD 175M

Risk Level

Conservative

Inception

2014

Investment objective

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Strategy

The fund employs a disciplined, research-driven approach combining top-down macro analysis with bottom-up security selection. Portfolio construction emphasises quality, valuation discipline and active risk management.

Performance is benchmarked against industry-standard indices, with the objective of delivering superior risk-adjusted returns over a full market cycle.

Important information

Past performance is not a reliable indicator of future results. The value of investments and any income from them can fall as well as rise. You may not get back the amount originally invested.