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Saudi Equity011166Shari'ah compliant

Ehsan Waqf Fund

شركة الأهلي المالية

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

Low CostMid ReturnHigh Risk
1Y Return+4.5%
Total Fees0.39%
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Past performance

This Year+5.57%

Should I worry?

  • In its worst year, the fund lost 5.1% of its value.
  • Low volatility.

What it costs you

  • Management fee0.15%

    For every 1,000 SAR you invest per year, you pay 2 SAR in management fees (0.15% p.a.).

  • Total expense ratio0.24%

    Total annual cost (all fees) is 0.24% — that's 2 SAR per 1,000 SAR invested.

  • Minimum investment: 100 SAR

About this fund

Growth and Capital Preservation

Category
Saudi Equity
Fund type
Open
Risk level
High
Inception date
2024-07-24
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
100 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2026-04-09

enOpen

الشروط والأحكام

Latest · 2024-10-13

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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