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Saudi Equity006003Not Shari'ah-designated

SAB Invest Saudi Equity Fund

شركة الأول للاستثمار

Average returns don't justify the high volatility at average fees.

Mid CostMid ReturnHigh Risk
1Y Return+1.0%
Total Fees2.25%
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Past performance

This Year+4.37%

Should I worry?

  • In its worst year, the fund lost 70.3% of its value.
  • High volatility.

What it costs you

  • Management fee1.7%

    For every 1,000 SAR you invest per year, you pay 17 SAR in management fees (1.7% p.a.).

  • Total expense ratio0.55%

    Total annual cost (all fees) is 0.55% — that's 6 SAR per 1,000 SAR invested.

  • Initial subscription fee: 2.00%
  • Minimum investment: 5,000 SAR

About this fund

The Fund follows an active investment strategy by investing in listed companies in the Saudi Stock Exchange. This investment includes Saudi British Bank SABB and SABB Takaful shares according to the components of Tadawul Saudi Index.

Category
Saudi Equity
Fund type
Open
Risk level
High
Inception date
1992-12-12
Currency
SAR
Valuation frequency
Monday and Wednesday
Sub-category
N/A
Min. subscription
5,000 SAR
Subscription charge
2.00%

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.

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