Skip to main content
Multi-Asset008007Shari'ah compliant

anb capital Multi-Asset Balanced Fund (Shariah)

شركة العربي المالية

Strong returns but high risk and average fees — for active investors.

Mid CostHigh ReturnHigh Risk
1Y Return-1.5%
Total Fees1.00%
Share

Past performance

This Year-1.36%

Should I worry?

  • In its worst year, the fund lost 19.8% of its value.
  • High volatility.

What it costs you

  • Total expense ratio1%

    Total annual cost (all fees) is 1% — that's 10 SAR per 1,000 SAR invested.

  • Initial subscription fee: 2.00%
  • Minimum investment: 100 SAR

About this fund

The fund aims to achieve a balance between growth and capital preservation in the medium to long term by investing in a diversified portfolio of investment funds that invest in various asset classes.

Category
Multi-Asset
Fund type
Open
Risk level
Medium
Inception date
2001-08-11
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
100 SAR
Subscription charge
2.00%

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-12

enOpen

القوائم المالية

Latest · 2026-08-11

enOpen

الشروط والأحكام

Latest · 2026-06-16

enOpen

Important Notice

Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.

Share
Factsheet