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Saudi Equity002002Shari'ah compliant

Aljazira Saudi Equities Fund

الجزيرة للأسواق المالية

Strong returns but high risk and average fees — for active investors.

Mid CostHigh ReturnHigh Risk
1Y Return+4.8%
Total Fees2.02%
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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

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…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2026-08-11

enOpen

الشروط والأحكام

Latest · 2026-03-30

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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