anb capital Opportunistic Fund (Shariah)
Average returns don't justify the high volatility at average fees.
Past performance
Should I worry?
- In its worst year, the fund lost 22.7% 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.).
- Total expense ratio0.45%
Total annual cost (all fees) is 0.45% — that's 5 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 100 SAR
About this fund
The Fund seeks to maximize its absolute performance by taking advantage of market movements and mispricing opportunities. As an opportunistic fund security selection is tactical in nature. The geographic and sector allocation is based on the combination of available opportunities and diversification and risk considerations.
- Manager
- شركة العربي المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2023-05-01
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- 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.