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Arab Equity003210Not Shari'ah-designated

Alistithmar Capital MENA Equity Fund

شركة الاستثمار للأوراق المالية والوساطة

Strong returns at low risk, but expensive — may be worth it if performance holds.

High CostHigh ReturnLow Risk
1Y Return-0.8%
Total Fees2.46%
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Past performance

This Year+1.64%

Should I worry?

  • In its worst year, the fund lost 66.9% of its value.
  • Medium 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 ratio0.71%

    Total annual cost (all fees) is 0.71% — that's 7 SAR per 1,000 SAR invested.

  • Initial subscription fee: 1.00%
  • Minimum investment: 100 SAR

About this fund

Achieve long term growth through diversified investments in equities listed in GCC & Arab markets

Category
Arab Equity
Fund type
Open
Risk level
High
Inception date
2004-07-24
Currency
SAR
Valuation frequency
Monday and Wednesday
Sub-category
N/A
Min. subscription
100 SAR
Subscription charge
1.00%

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-12

enOpen

القوائم المالية

Latest · 2026-08-09

enOpen

الشروط والأحكام

Latest · 2025-04-21

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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