Global Equity001004Not Shari'ah-designated
Riyad American Equity Fund
Strong returns at low risk, but expensive — may be worth it if performance holds.
High CostHigh ReturnLow Risk
1Y Return+13.0%
Total Fees3.44%
Past performance
This Year+7.26%
Should I worry?
- In its worst year, the fund lost 48.3% of its value.
- Medium volatility.
What it costs you
- Management fee1.15%
For every 1,000 USD you invest per year, you pay 12 USD in management fees (1.15% p.a.).
- Total expense ratio2.294%
Total annual cost (all fees) is 2.294% — that's 23 USD per 1,000 USD invested.
- Initial subscription fee: 2.00%
- Minimum investment: 30 USD
About this fund
The Fund invests its assets completely in a portfolio of American Stocks sub-managed by Fidelity International. The fund aims to provide long-term capital growth within a high risk environment through investing its assets primarily in American stocks.
- Manager
- شركة الرياض المالية
- Category
- Global Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 1992-05-26
- Currency
- USD
- Valuation frequency
- Monday to Wednesday
- Sub-category
- N/A
- Min. subscription
- 30 USD
- Subscription charge
- 2.00%
If you had invested…
News & Announcements
Source: Saudi Exchange (Tadawul)
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Important Notice
Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.