Saudi Equity012060Shari'ah compliant
Al Rajhi Mid/Small-Cap Fund
Low fees, but only average returns despite high risk — is the volatility worth it?
Low CostMid ReturnHigh Risk
1Y Return-26.7%
Total Fees1.50%
Past performance
This Year-16.28%
Should I worry?
- In its worst year, the fund lost 33.9% of its value.
- High volatility.
What it costs you
- Management fee1.5%
For every 1,000 SAR you invest per year, you pay 15 SAR in management fees (1.5% p.a.).
- Initial subscription fee: 2.00%
- Minimum investment: 10 SAR
About this fund
Al Rajhi Mid/Small-Cap Fund is an open investment fund that aims to achieve capital growth by investing primarily in equities of small and medium enterprises (SMEs) listed on the Saudi stock markets (the main market and the parallel market Nomu) in a manner that complies with Sharia controls approved by the Sharia Board.
- Manager
- الراجحي المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2023-10-11
- 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.