GCC Equity004018Not Shari'ah-designated
SAB Invest GCC Conventional Equity Fund
Strong returns at low risk, but expensive — may be worth it if performance holds.
High CostHigh ReturnLow Risk
1Y Return+5.3%
Total Fees2.69%
Past performance
This Year+4.55%
Should I worry?
- In its worst year, the fund lost 57.3% of its value.
- Medium volatility.
What it costs you
- Management fee1.95%
For every 1,000 SAR you invest per year, you pay 20 SAR in management fees (1.95% p.a.).
- Total expense ratio0.74%
Total annual cost (all fees) is 0.74% — that's 7 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.50%
- Minimum investment: 5,000 SAR
About this fund
The fund aims to grow the invested capital in the long term.
- Manager
- شركة الأول للاستثمار
- Category
- GCC Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2005-11-30
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- N/A
- Min. subscription
- 5,000 SAR
- Subscription charge
- 1.50%
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.