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Capital Investments Opens Subscriptions for Jordan’s First Locally Registered and Managed Open-Ended Global Investment Fund

Capital Investments, the investment arm of Capital Bank Group, has announced the launch of the initial subscription period for the Capital Investments Global Fund. Subscriptions will be open from September 3 to September 24, 2026.

Registered with the Jordan Securities Commission and denominated in Jordanian dinars, the fund is the first open-ended global investment fund to be registered and managed locally in Jordan. It offers investors indirect access to international markets through a diversified portfolio of equities, fixed-income instruments, cash, and money market instruments. A specialized investment team manages the portfolio using disciplined asset allocation and risk management strategies.

The fund seeks to deliver medium- to long-term capital growth, with an expected annual return of up to 8%. This target is not guaranteed, and actual returns may vary depending on market performance. The minimum subscription is JOD 1,000, with units priced at JOD 1 each. Subscription fees will be waived during the initial offering period.

As an open-ended fund, it allows investors to submit subscription and redemption requests on monthly basis. Requests are processed based on the net asset value per unit and in accordance with the dates and conditions set out in the prospectus. This structure provides flexibility while supporting the fund’s medium- to long-term investment horizon.

Commenting on the launch, Bashar Amad, Chief Executive Officer of Capital Investments, said, “Opening subscriptions for the Capital Investments Global Fund marks another step forward in the development of Jordan’s asset management industry. By introducing a locally established investment product, we are giving investors access to a broad range of opportunities in global markets through an institutional framework supervised by the Jordan Securities Commission and managed by specialists in market analysis, asset allocation, and risk management.”

Amad added that the launch builds on Capital Investments’ extensive experience in asset and portfolio management and its ability to develop investment solutions that meet evolving investor needs. He noted that the fund’s diversified allocation is designed to capture opportunities across markets while operating within the risk limits specified in the prospectus.

He further stated, “The fund is a valuable addition to the investment options available in Jordan. It broadens the choices available to individual and institutional investors, strengthens the role of institutional investment in mobilizing savings. In doing so, it supports national efforts to deepen Jordan’s capital market and enhance its efficiency and competitiveness, in line with the objectives of the second executive program of the Economic Modernization Vision.”

The fund’s investment strategy is based on an indicative allocation of 60% to global equities, 30% to fixed-income instruments, and 10% to cash and money market instruments. These allocations may be adjusted within the limits set out in the prospectus, enabling the fund to diversify across asset classes and global markets while balancing growth opportunities against the associated risks.

 

Capital Investments invites interested investors to visit its offices in Amman during the initial offering period, which closes on September 24, 2026. Investors are encouraged to review the fund’s prospectus, articles of association, investment terms, fees, and associated risks before making an investment decision.

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