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Multi-Asset001031Not Shari'ah-designated

Riyad Al Mutawazen Fund

شركة الرياض المالية

High fees for average returns — hard to justify.

High CostMid ReturnMid Risk
1Y Return+9.0%
Total Fees1.52%
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Past performance

This Year+5.67%

Should I worry?

  • In its worst year, the fund lost 29.4% of its value.
  • Low volatility.

What it costs you

  • Management fee0.4%

    For every 1,000 SAR you invest per year, you pay 4 SAR in management fees (0.4% p.a.).

  • Total expense ratio1.119%

    Total annual cost (all fees) is 1.119% — that's 11 SAR per 1,000 SAR invested.

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

About this fund

The Fund is invested on other funds opened has target to growth and capital preservation within the medium risk level.

Category
Multi-Asset
Fund type
Open
Risk level
Medium
Inception date
2001-06-10
Currency
SAR
Valuation frequency
Monday to Thursday
Sub-category
N/A
Min. subscription
100 SAR
Subscription charge
1.00%

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-15

enOpen

القوائم المالية

Latest · 2026-08-11

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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