Multi-Asset002008Shari'ah compliant
Aljazira Asset Allocation Fund - Conservative Strategy
Low fees and decent returns, balanced with moderate risk.
Low CostMid ReturnMid Risk
1Y Return+7.7%
Total Fees0.58%
Past performance
This Year+4.71%
Should I worry?
- In its worst year, the fund lost 5.8% of its value.
- Low volatility.
What it costs you
- Management fee0.5%
For every 1,000 SAR you invest per year, you pay 5 SAR in management fees (0.5% p.a.).
- Total expense ratio0.08%
Total annual cost (all fees) is 0.08% — that's 1 SAR per 1,000 SAR invested.
- Minimum investment: 500 SAR
About this fund
The fund aims for medium to long-term capital growth focusing as much as possible on capital preservation by investing in a diversified portfolio of asset classes.
- Manager
- الجزيرة للأسواق المالية
- Category
- Multi-Asset
- Fund type
- Open
- Risk level
- Low
- Inception date
- 2013-03-09
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 500 SAR
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.