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Sukuk & Bonds009044Shari'ah compliant

SNB Capital Sovereign Sukuk Fund - Class B

شركة الأهلي المالية

Low fees, but only average returns despite high risk — is the volatility worth it?

Low CostMid ReturnHigh Risk
1Y Return+1.5%
Total Fees0.52%
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Past performance

This Year+2.00%

Should I worry?

  • In its worst year, the fund lost 13.4% of its value.
  • Low volatility.

What it costs you

  • Management fee0.4%

    For every 1,000 SAR you invest per year, you pay 4 SAR in management fees (0.4% p.a.).

  • Total expense ratio0.12%

    Total annual cost (all fees) is 0.12% — that's 1 SAR per 1,000 SAR invested.

  • Minimum investment: 3,750 SAR

About this fund

The objective of the Fund is long-term capital growth

Category
Sukuk & Bonds
Fund type
Open
Risk level
Low
Inception date
2019-04-18
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
3,750 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2024-08-11

enOpen

الشروط والأحكام

Latest · 2026-08-27

enOpen

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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