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Saudi Equity006036Shari'ah compliant

SAB Invest Saudi Freestyle Equity Fund

شركة الأول للاستثمار

Average fees with weak returns and high risk — an unappealing mix.

Mid CostLow ReturnHigh Risk
1Y Return-3.2%
Total Fees2.23%
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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.

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…

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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