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Multi-Asset002009Shari'ah compliant

Aljazira Asset Allocation Fund - Moderate Strategy

الجزيرة للأسواق المالية

Strong returns at average fees, with the moderate risk you'd expect.

Mid CostHigh ReturnMid Risk
1Y Return+12.7%
Total Fees0.86%
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Past performance

This Year+7.77%

Should I worry?

  • In its worst year, the fund lost 12.2% of its value.
  • Low volatility.

What it costs you

  • Management fee0.8%

    For every 1,000 SAR you invest per year, you pay 8 SAR in management fees (0.8% p.a.).

  • Total expense ratio0.06%

    Total annual cost (all fees) is 0.06% — that's 1 SAR per 1,000 SAR invested.

  • Minimum investment: 500 SAR

About this fund

The fund aims to achieve a balance between capital growth and capital preservation over the medium to long term by investing in a diversified portfolio of asset classes

Category
Multi-Asset
Fund type
Open
Risk level
Medium
Inception date
2013-03-09
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
500 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2026-04-30

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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Factsheet