GCC Equity001048Shari'ah compliant
Riyad Gulf Equity Fund (ex-Saudi)
Strong returns at low risk, but expensive — may be worth it if performance holds.
High CostHigh ReturnLow Risk
1Y Return-3.8%
Total Fees4.31%
Past performance
This Year-2.19%
Should I worry?
- In its worst year, the fund lost 61.2% of its value.
- Medium volatility.
What it costs you
- Management fee1.85%
For every 1,000 SAR you invest per year, you pay 19 SAR in management fees (1.85% p.a.).
- Total expense ratio2.465%
Total annual cost (all fees) is 2.465% — that's 25 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 100 SAR
About this fund
It is an open public fund that invests in Gulf stocks with the exception of Saudi Arabia that are compatible with the Sharia regulations approved by the Sharia Committee and aims to achieve long-term capital growth.
- Manager
- شركة الرياض المالية
- Category
- GCC Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2006-11-14
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 100 SAR
- Subscription charge
- 2.00%
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.