Saudi Equity006036Shari'ah compliant
SAB Invest Saudi Freestyle Equity Fund
Average fees with weak returns and high risk — an unappealing mix.
Mid CostLow ReturnHigh Risk
1Y Return-3.2%
Total Fees2.23%
Past performance
This Year+0.69%
Should I worry?
- In its worst year, the fund lost 55.5% 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 ratio0.53%
Total annual cost (all fees) is 0.53% — that's 5 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 5,000 SAR
About this fund
Fund infoThe Fund is an open-ended fund aiming to achieve capital growth in the medium to long term by investing in an investment portfolio of shares in companies listed on the Saudi Stock Exchange with Shariah Compliant standards and approved by the Shariah Board of the Fund.
- Manager
- شركة الأول للاستثمار
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2012-01-07
- 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.