Skip to main content
Multi-Asset001025Shari'ah compliant

Riyad Balanced Income Fund

شركة الرياض المالية

High fees, average returns, high risk — unattractive.

High CostMid ReturnHigh Risk
1Y Return+1.5%
Total Fees1.75%
Share

Past performance

This Year+4.64%

Should I worry?

  • In its worst year, the fund lost 42.8% of its value.
  • Medium volatility.

What it costs you

  • Management fee1.25%

    For every 1,000 SAR you invest per year, you pay 13 SAR in management fees (1.25% p.a.).

  • Total expense ratio0.502%

    Total annual cost (all fees) is 0.502% — that's 5 SAR per 1,000 SAR invested.

  • Initial subscription fee: 1.00%
  • Minimum investment: 100 SAR

About this fund

It is an open public fund that invests its assets mainly in the shares of companies listed in the Saudi market money market instruments and fixed income that are in accordance with Sharia regulations and determined by the fund index.

Category
Multi-Asset
Fund type
Open
Risk level
High
Inception date
2005-03-15
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
100 SAR
Subscription charge
1.00%

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.

Share
Factsheet