Al-Rajhi GCC Equity Fund
Strong returns may justify the high fees, with moderate risk.
Past performance
Should I worry?
- In its worst year, the fund lost 54.0% 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 ratio0.66%
Total annual cost (all fees) is 0.66% — that's 7 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 10 SAR
About this fund
Al Rajhi Gulf Equity Fund aims to achieve long-term capital growth by investing mainly in Gulf market stocks that comply with the controls of the Fund's Sharia Supervisory Committee where the benchmark index is used as a tool to measure the Fund's performance. The Fund's investment scope is all securities that comply with Sharia controls in the Gulf stock markets. The Fund also seeks to achieve growth close to the benchmark index (Standard & Poor's for Gulf stocks). The investor can follow the performance of the benchmark index by visiting the Fund Manager's website www.alrajhi-capital.sa
- Manager
- الراجحي المالية
- Category
- GCC Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2005-05-16
- 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.