Multi-Asset001020Shari'ah compliant
Riyad SAR Diversified Trade Fund
Average fees but weak returns even at low risk.
Mid CostLow ReturnLow Risk
1Y Return+2.3%
Total Fees0.94%
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
- Manager
- شركة الرياض المالية
- 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…
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.