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Multi-Asset001020Shari'ah compliant

Riyad SAR Diversified Trade Fund

شركة الرياض المالية

Average fees but weak returns even at low risk.

Mid CostLow ReturnLow Risk
1Y Return+2.3%
Total Fees0.94%
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Past performance

This Year+1.73%

Should I worry?

  • In its worst year, the fund lost 1.4% of its value.
  • Low volatility.

What it costs you

  • Management fee0.5%

    For every 1,000 SAR you invest per year, you pay 5 SAR in management fees (0.5% p.a.).

  • Total expense ratio0.436%

    Total annual cost (all fees) is 0.436% — that's 4 SAR per 1,000 SAR invested.

  • Minimum investment: 1,000 SAR

About this fund

The Fund seeks capital preservation and reasonable return within a low risk environment through investing mainly in money market instruments denominated in Saudi Riyal short and medium term governmental bonds company bonds and Sukuk

Category
Multi-Asset
Fund type
Open
Risk level
Low
Inception date
1999-05-24
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
1,000 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-15

enOpen

القوائم المالية

Latest · 2026-08-12

enOpen

الشروط والأحكام

Latest · 2026-07-20

arOpen

Important Notice

Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.

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