Saudi Equity006026Shari'ah compliant
SAB Invest Saudi Industrial Companies Equity Fund
Strong returns but high risk and average fees — for active investors.
Mid CostHigh ReturnHigh Risk
1Y Return+11.8%
Total Fees2.25%
Past performance
This Year+9.20%
Should I worry?
- In its worst year, the fund lost 75.2% 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 aims is to achieve capital growth over the medium to long term by investing in industrial Shariah compliant companies listed within Saudi Equity Market.
- Manager
- شركة الأول للاستثمار
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2005-04-01
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- موافق الشريعة
- Min. subscription
- 5,000 SAR
- Subscription charge
- 2.00%
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.