Saudi Equity003200Not Shari'ah-designated
Alistithmar Capital Saudi Equity Fund
شركة الاستثمار للأوراق المالية والوساطة
Strong returns may justify the high fees, with moderate risk.
High CostHigh ReturnMid Risk
1Y Return+4.1%
Total Fees2.32%
Past performance
This Year+6.32%
Should I worry?
- In its worst year, the fund lost 73.1% of its value.
- High volatility.
What it costs you
- Management fee1.75%
For every 1,000 SAR you invest per year, you pay 18 SAR in management fees (1.75% p.a.).
- Total expense ratio0.57%
Total annual cost (all fees) is 0.57% — that's 6 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.00%
- Minimum investment: 100 SAR
About this fund
The fund aims to achieve long-term capital growth through investing in saudi equities and IPOs in the Saudi stock market
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2004-07-24
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- N/A
- Min. subscription
- 100 SAR
- Subscription charge
- 1.00%
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.