Money Market004009Shari'ah compliant
Al Yusr SAR Morabaha Fund
Average fees but weak returns even at low risk.
Mid CostLow ReturnLow Risk
1Y Return+3.9%
Total Fees0.66%
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.
- Manager
- شركة الأول للاستثمار
- 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…
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.