Saudi Opportunities Fund
Average on every measure — acceptable but not standout.
Past performance
Should I worry?
- In its worst year, the fund lost 25.1% 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 ratio0.004%
Total annual cost (all fees) is 0.004% — that's 0 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 10,000 SAR
About this fund
Open ended Fund aims to invest according to the Shariah guidelines and to achieve long term capital appreciation through investing primarily in the equities of the Saudi listed companies of Saudi Tadawul. The Fund will not distribute any dividends to the unit holders and will reinvest the profits and dividend distributions in the Fund.
- Manager
- عوده كابيتال
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2015-06-01
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 10,000 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.