Saudi Equity002002Shari'ah compliant
Aljazira Saudi Equities Fund
Strong returns but high risk and average fees — for active investors.
Mid CostHigh ReturnHigh Risk
1Y Return+4.8%
Total Fees2.02%
Past performance
This Year+5.39%
Should I worry?
- In its worst year, the fund lost 77.5% of its value.
- High volatility.
What it costs you
- Management fee1.5%
For every 1,000 SAR you invest per year, you pay 15 SAR in management fees (1.5% p.a.).
- Total expense ratio0.52%
Total annual cost (all fees) is 0.52% — that's 5 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 5,000 SAR
About this fund
The Fund primary objectives is to provide the opportunity for investors to take part in the Saudi equity market and achieve capital gains at a higher rate than the benchmark on the long run through diversified Shariah compliant equities
- Manager
- الجزيرة للأسواق المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 1999-12-04
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 5,000 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.