Invest with confidence by building a well-balanced and diversified investment portfolio with Mutual Funds. Whether you are a seasoned or a first-time investor, Mutual funds are an affordable and low-risk gateway to wealth management and capital market gains.

Mutual Funds are professionally managed investment vehicles that pool capital from many investors to invest in multiple stocks, bonds and other securities. Citi offers a wide selection of Mutual Funds to match diverse risk and return profiles.

Alternatively, you can also choose to invest in Mutual Funds through a Systematic Investment Plan (SIP). An SIP allows you to invest through smaller instalments at regular intervals. SIPs can be an ideal option if you don’t prefer to invest a lump sum. Mutual funds can be traded online 24x7 at Citi Online (under Investments > Mutual funds) at competitive prices.

Get started by meeting with your relationship manager, and assessing your risk profile. You can open an investments account with Citi and in various mutual funds through Citi Online.

Click here to view a full list of mutual funds

Mutual Fund factsheets and prospectuses are available through the fund house websites.

A Systematic Investment Plan (SIP) is designed to help you accumulate wealth by investing in equities through smaller fixed amounts at regular intervals.

There are a number of benefits to building a SIP, all which will help you achieve your financial goals.

  • Investing systematically means you are buying fewer units when equity markets are high and more units when the markets are low, thereby bringing down your average cost
  • You can choose from various funds spread across asset classes
  • Unlimited fund replacement options and no exit/surrender charges (for class A) in case you wish to redeem your investments
  • Given the low minimum monthly contribution, you can easily include SIP without altering your monthly budgets or lifestyle while making contributions towards building your financial future

To apply for an Investment Account, please visit your nearest branch. Our relationship professionals will assist you in the account opening process including assessment of your investor profile and your knowledge and experience.

Upon successful completion of the account opening process, an Investment Account will be established for you. You will need to fund your current/savings/checking account before you can begin buying and selling Mutual funds

Sign On to Citibank online

Scroll over 'Investments' and select 'Mutual Funds'

Select your account and click on 'Buy'

For more information, you can contact your Relationship Manager or call on +9714 604 4705 during working hours (9AM – 6PM, UAE time from Sunday to Thursday)

Fund Name
Date of CA
Attachment (pdf)
Franklin Templeton Investment Funds
January 26, 2018
Schroder International Selection Fund
June 4, 2018
JP Morgan Investment Funds
December 8, 2017

Disclaimer

This website does not constitute any offer or solicitation to buy or sell. Investors should refer to the relevant offering document(s) for detailed information and applicable terms & conditions prior to subscription. Investment products are not bank deposits or obligations or guaranteed by Citibank N.A., Citigroup Inc. or any of its affiliates or subsidiaries unless specifically stated. Investment products are not insured by government or governmental agencies. Investment and Treasury products are subject to Investment risk, including possible loss of principal amount invested. Past performance is not indicative of future results: prices can go up or down. Investors investing in investments and/or treasury products denominated in foreign (non-local) currency should be aware of the risk of exchange rate fluctuations that may cause loss of principal when foreign currency is converted to the investors home currency. Investment and Treasury products are not available to U.S. persons. All applications for investments and treasury products are subject to Terms and Conditions of the individual investment and Treasury products. Customer understands that it is his/her responsibility to seek legal and/or tax advice regarding the legal and tax consequences of his/her investment transactions. If customer changes residence, citizenship, nationality, or place of work, it is his/her responsibility to understand how his/her investment transactions are affected by such change and comply with all applicable laws and regulations as and when such becomes applicable. Customer understands that Citibank does not provide legal and/or tax advise and are not responsible for advising him/her on the laws pertaining to his/her transaction. Citibank UAE does not provide continuous monitoring of existing customer holdings.