Saudi Equity030003Shari'ah compliant
Jadwa Saudi Equity Fund - Class B
Strong returns at low risk, but expensive — may be worth it if performance holds.
High CostHigh ReturnLow Risk
1Y Return+4.6%
Total Fees2.57%
Past performance
This Year+7.06%
Should I worry?
- In its worst year, the fund lost 45.5% of its value.
- Medium volatility.
What it costs you
- Management fee1.95%
For every 1,000 SAR you invest per year, you pay 20 SAR in management fees (1.95% p.a.).
- Total expense ratio0.62%
Total annual cost (all fees) is 0.62% — that's 6 SAR per 1,000 SAR invested.
- Initial subscription fee: 3.00%
- Minimum investment: 1,000 SAR
About this fund
To provide long-term capital growth for the Unitholders by investing in Saudi equity market or any other equity markets in accordance with Sharia investment guidelines.
- Manager
- جدوى للإستثمار
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2007-06-30
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 1,000 SAR
- Subscription charge
- 3.00%
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.