Skip to main content
Money Market004009Shari'ah compliant

Al Yusr SAR Morabaha Fund

شركة الأول للاستثمار

Average fees but weak returns even at low risk.

Mid CostLow ReturnLow Risk
1Y Return+3.9%
Total Fees0.66%
Share

Past performance

This Year+2.46%

Should I worry?

  • In its worst year, the fund lost 0.1% 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 ratio0.16%

    Total annual cost (all fees) is 0.16% — that's 2 SAR per 1,000 SAR invested.

  • Minimum investment: 5,000 SAR

About this fund

The Fund aims to achieve steady growth of the invested capital while preserving the invested capital in the maximum possible manner.

Category
Money Market
Fund type
Open
Risk level
Low
Inception date
2001-12-26
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
5,000 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2026-08-10

enOpen

الشروط والأحكام

Latest · 2026-04-09

arOpen

Important Notice

Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.

Share
Factsheet