Saudi Equity005028Shari'ah compliant
BSF Saudi Equity Income Fund
High fees and weak returns even at low risk — not worth it.
High CostLow ReturnLow Risk
1Y Return-17.4%
Total Fees3.85%
Past performance
This Year-9.20%
Should I worry?
- In its worst year, the fund lost 46.3% 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 ratio2.1%
Total annual cost (all fees) is 2.1% — that's 21 SAR per 1,000 SAR invested.
- Initial subscription fee: 3.00%
- Minimum investment: 2,000 SAR
About this fund
Medium and long-term capital growth
- Manager
- السعودي الفرنسي كابيتال
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2014-02-20
- Currency
- SAR
- Valuation frequency
- Monday, Wednesday and Thursday
- Sub-category
- موافق الشريعة
- Min. subscription
- 2,000 SAR
- Subscription charge
- 3.00%
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.