Global Equity001019Shari'ah compliant
Riyad Global Equity Sharia Fund
Strong returns at average fees, with the moderate risk you'd expect.
Mid CostHigh ReturnMid Risk
1Y Return+9.8%
Total Fees2.10%
Past performance
This Year+6.42%
Should I worry?
- In its worst year, the fund lost 48.8% of its value.
- Medium volatility.
What it costs you
- Management fee1.75%
For every 1,000 USD you invest per year, you pay 18 USD in management fees (1.75% p.a.).
- Total expense ratio0.354%
Total annual cost (all fees) is 0.354% — that's 4 USD per 1,000 USD invested.
- Initial subscription fee: 2.00%
- Minimum investment: 30 USD
About this fund
he Riyad Global Equity Fund which is sub-managed by JP Morgan aims to provide long-term capital growth within a high risk environment by investing its assets mainly in International stocks across different sectors and countries within the criteria set by the Sharia Committee
- Manager
- شركة الرياض المالية
- Category
- Global Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 1999-05-17
- Currency
- USD
- Valuation frequency
- Monday to Wednesday
- Sub-category
- موافق الشريعة
- 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.