Investment / Financial Advisory
The well-experienced asset management team at HBTF offers its advisory services on all asset classes in local, regional and international markets.
Investment Funds
Housing Bank has various distribution agreements in place with renowned fund managers by which it has the advantage to offer its clients the opportunity to invest in international investment funds of wide range of underlying assets; denominated in USD and other major foreign currencies.
Structured Products
Housing Bank’s professional asset management team tailors structured products with strategies that best fit the clients' risk-return investment profiles. The underlying of such products includes all asset classes in local, regional and international markets and can be issued for tenors ranging from 1 month and up to 5 years (For example: Capital Protected Notes, Coupon Guaranteed Notes).
Certificates of Deposit
HBTF offers its clients the opportunity to invest their money in certificates of deposit denominated in JOD and in USD for different tenors. Such certificates have the advantage of a higher return in terms of interest compared to the conventional term deposits.
HBTF Mutual Fund/Jordan Securities Fund
Is the first registered mutual fund and the largest by Assets Under Management in the local capital market. Our Fund is managed by a team of professional investment fund managers who aim to achieve medium to long term capital appreciation by investing in stocks issued in the local equity market as well as in debt securities. Files Below:
Fact Sheet 2024 | Article of Establishment |
Fund Prospectus | Redemption Form |
Subscription Form | W8-BEN-E |
Net Asset Value |