SAB Invest Saudi Financial Institutions Equity Fund

• In its worst year, the fund lost 71.2% of its value.
• High volatility.

• 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

Fund infoTo provide medium to long-term equity linked growth by investing in the shares of Saudi Arabian and other GCC Financial Institutions.

Manager

شركة الأول للاستثمار

Category

Saudi Equity

Fund type

Open

Risk level

High

Inception date

2004-07-31

Currency

SAR

Valuation frequency

Monday and Wednesday

Sub-category

N/A

Min. subscription

5,000 SAR

Subscription charge

2.00%

If you had invested…