Multi-Asset001025Shari'ah compliant
Riyad Balanced Income Fund
High fees, average returns, high risk — unattractive.
High CostMid ReturnHigh Risk
1Y Return+1.5%
Total Fees1.75%
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.
- Manager
- شركة الرياض المالية
- 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…
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.