Saudi Equity008040Not Shari'ah-designated
anb capital Opportunistic Fund
Strong returns and low fees, but high volatility — for investors comfortable with swings.
Low CostHigh ReturnHigh Risk
1Y Return-2.3%
Total Fees1.75%
Past performance
This Year-2.50%
Should I worry?
- In its worst year, the fund lost 20.3% of its value.
- Medium volatility.
What it costs you
- Management fee1.75%
For every 1,000 SAR you invest per year, you pay 18 SAR in management fees (1.75% p.a.).
- Initial subscription fee: 2.00%
- Minimum investment: 100 SAR
About this fund
The fund seeks best absolute performance by taking advantage of market movements and mispricing opportunity. As an opportunistic fund security selection is a tactical in nature with a combination of deep value and momentum. The geographic and sector allocation is based on a combination of available opportunities diversification and risk considerations
- Manager
- شركة العربي المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2023-04-02
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- N/A
- Min. subscription
- 100 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.