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Investment Options | Fordel Holdings MENA

Build your wealth with expert-managed portfolios

From long-term growth to smart diversification, our portfolios are built using time-tested strategies — and designed to fit your goals.

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Most popular

General Investing

powered by Fordel Holdings

Globally diversified ETF portfolios, managed by experts and powered by our proprietary ERAA® framework.

  • exchange; Precise control with 12 risk levels
  • 📊 Designed to keep risk constant
  • 🎯 Built for long-term wealth creation
Performance: 2.2-10.0% p.a. i
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General Investing

powered by BlackRock®

Portfolios designed with insights from one of the world’s largest asset managers.

  • Choose from 4 equity-to-bond ratios
  • 📈 Designed to capture the market’s upside
  • 🎯 Built for long-term wealth creation
Performance: 4.4-12.0% p.a. i
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Most popular

Shariah Global Portfolio

Shariah-compliant, globally diversified ETF portfolios, managed by experts and optimised for your risk preference.

  • 💡 Shariah-compliant equities, bonds, and gold
  • ⚖️ Choose from 4 risk levels
  • 🎯 Built for long-term wealth creation
Performance: 7.5-13.5% p.a. i
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Flexible Portfolios

Customise your own multi-asset portfolio with low-cost ETFs across asset classes like equities, bonds, commodities, and more.

Performance: Customisable
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Thematic Portfolios

Risk-managed portfolios investing in innovation themes around Technology, Healthcare, and Environment.

Performance: Varies by theme
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Responsible Investing

Globally diversified ETF portfolios with strong ESG scores for impact-focused investing.

Performance: 4.3-8.3% p.a. i
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Capture more wealth with Private Market investments

As a Professional Client* with Fordel Holdings, you immediately gain access to:

Private Credit

Receive stable and consistent returns with low volatility through senior secured, semi-liquid Private Credit.

Private Equity

Access semi-liquid Private Equity with periodic liquidity in a portfolio of high-performing private companies. Diversify across different life stages, geographies, and vintages.

Private Infrastructure

Invest in what keeps the world running through one diversified, semi-liquid portfolio: from energy to transport, digital networks to utilities.

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Investing doesn’t have to be costly

At Fordel Holdings, we believe in a low, straightforward, and transparent fee structure. Our annual management fees start as low as 0.2%, with unlimited withdrawals and transfers, free account setup, and no exit fees.

TOTAL INVESTMENT

$ USD

ANNUAL FEE RATE

$ 340 USD
BLENDED RATE: 0.76% P.A.

Our management fees are 0.2% to 0.8% per annum, inclusive of VAT. This does not include the expense ratio charged by the ETF manager.

We’ve worked with our FX vendor to bring you the lowest conversion rate in the market. Our FX vendor will apply this rate to all non-USD deposits and transfers to USD portfolios.

See detailed pricing

Begin your investment journey

Our new investors enjoy zero fees for the first 3 months on investments of up to $25,000 USD. Terms and conditions apply.

By creating an account, you agree to the Platform Agreement

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Investment insights

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Understanding Investment Costs: How Fees Impact Your Returns

Understanding Investment Costs: How Fees Impact Your Returns

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What is the ‘Fordel Holdings Risk Index’?

What is the ‘Fordel Holdings Risk Index’?

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3 Ways to Manage Risk in Your Investments

3 Ways to Manage Risk in Your Investments

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Frequently Asked Questions

Why asset allocation instead of securities selection?

We don’t engage in securities selection, and we refrain from using actively managed funds; instead, we build our customers’ portfolios with a carefully selected assortment of highly diversified, liquid and low-cost exchange-traded funds (ETFs).

How does Fordel Holdings select ETFs?

Fordel Holdings chooses the best-in-class ETFs on your behalf. We chose the largest, most liquid, most tradable, and most cost-effective ETFs with the lowest tracking error to the index.

Why don’t I just invest on my own?

When investing as an individual, there are minimum trade sizes and high transaction costs. With Fordel Holdings, you benefit from fractional shares and automatic rebalancing.