Multi-Asset012009Shari'ah compliant
Al Rajhi Balanced Fund
Low fees and decent returns, balanced with moderate risk.
Low CostMid ReturnMid Risk
1Y Return+4.4%
Total Fees0.02%
Past performance
This Year+3.44%
Should I worry?
- In its worst year, the fund lost 59.4% of its value.
- High volatility.
What it costs you
- Total expense ratio0.02%
Total annual cost (all fees) is 0.02% — that's 0 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 10 SAR
About this fund
Al Rajhi Balanced Fund is an open-ended fund that aims to achieve a balance between capital preservation and capital development by distributing assets in funds in various securities categories that are in line with the fund's Sharia controls.
- Manager
- الراجحي المالية
- Category
- Multi-Asset
- Fund type
- Open
- Risk level
- Low
- Inception date
- 1998-11-28
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 10 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.