Mayar Fund Receives 5-Star Rating from Morningstar


Tuesday, November 27, 2017

Morningstar Overall Rating As of 31/10/2017

Morningstar Overall Rating As of 31/10/2017

LONDON, UNITED KINGDOM. Mayar Capital Management Ltd is pleased to announce that its flagship product, Mayar Fund (Bloomberg: MAYARFD KY), has received Morningstar’s highest rating, 5-stars, for the overall period of returns as of October 31, 2017. The rating is based on risk-adjusted returns.

Mayar Capital’s Managing Partner, Abdulaziz A. Alnaim, commented, “the Mayar team and I are very excited to receive a five-star rating from Morningstar. It further confirms our belief that long-term success comes from sticking to our value investing strategy, our checklist-driven investment process, and Mayar Capital’s Partnership Principles.” He further added, “I continue to believe that even in a world that seems to be ruled by short-termism, patience, discipline, and the long view will continue to payoff for us and our partners.”

Mayar Fund’s (Bloomberg: MAYARFD KY) principal investment objective is to achieve long-term growth of capital by investing in equities and other securities to generate satisfactory risk-adjusted returns over the long term.



This is a proprietary Morningstar data point.

Morningstar rates mutual funds and ETFs from 1 to 5 stars based on how well they've performed (after adjusting for risk and accounting for sales charges) in comparison to similar funds and ETFs.

Within each Morningstar Category, the top 10% of funds and ETFs receive 5 stars and the bottom 10% receive 1 star. Funds and ETFs are rated for up to three time periods-three-, five-, and 10-years and these ratings are combined to produce an overall rating. Funds and ETFs with less than three years of history are not rated.

Ratings are objective, based entirely on a mathematical evaluation of past performance. They're a useful tool for identifying funds and ETFs worthy of further research, but shouldn't be considered buy or sell signals.

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Morningstar Rating as of 31/10/2017

© 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results


Mayar Capital Management aims to generate excess returns over the long term by applying a disciplined value investing strategy across global securities markets. Mayar Capital Group, its subsidiaries and affiliates, provide investment advisory and asset management services to institutions, family offices, and high net-worth individuals globally.

For more information about Mayar Capital visit  

Visit Mayar Fund’s profile on Morningstar at:

Derayah Financial, Mayar Capital sign agreement on global equity portfolio management

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The Riyadh-based Derayah Financial, a company licensed by the Capital Market Authority (CMA), has signed an agreement with Mayar Capital, a leading global portfolio management company based in London, for the distribution of a global product on equity portfolio management.

Derayah Financial is a pioneer in investment solutions, given its transparent, independent, and easy approach. This is supported by a team that has deep and quality expertise in asset management and financial analysis in the Saudi, GCC and global markets.

Derayah aims to benefit from the experience of Mayar Capital, which achieves long-term high yields through its "value-investing" strategy. The company relies on long-term investments in companies with strong financial position, sustainable strategies, and long-term growth opportunities, while committing to a conservative valuation of their shares. This agreement enables Derayah's clients to benefit from the growth in the global stock markets under a global award-winning and excellent management.