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Multi-Asset003217Shari'ah compliant

Alistithmar Capital Diversified SAR Fund

شركة الاستثمار للأوراق المالية والوساطة

Low fees and decent returns, balanced with moderate risk.

Low CostMid ReturnMid Risk
1Y Return+4.4%
Total Fees0.74%
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Past performance

This Year+2.76%

Should I worry?

  • In its worst year, the fund lost 0.0% 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 ratio0.24%

    Total annual cost (all fees) is 0.24% — that's 2 SAR per 1,000 SAR invested.

  • Minimum investment: 100 SAR

About this fund

The main objective of the fund is to achieve balance between capital preservation and positive returns by investing in a portfolio of multi assets

Category
Multi-Asset
Fund type
Open
Risk level
Medium
Inception date
2023-03-10
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
100 SAR

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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