Saudi Equity030017Shari'ah compliant
Jadwa Saudi Equity Fund - Class C
Excellent: low fees, strong returns, and contained risk.
Low CostHigh ReturnLow Risk
1Y Return+5.6%
Total Fees1.31%
Past performance
This Year+7.84%
Should I worry?
- In its worst year, the fund lost 18.0% of its value.
- Medium volatility.
What it costs you
- Management fee0.98%
For every 1,000 SAR you invest per year, you pay 10 SAR in management fees (0.98% p.a.).
- Total expense ratio0.33%
Total annual cost (all fees) is 0.33% — that's 3 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. These units available only for Jadwa Staff
- Manager
- جدوى للإستثمار
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2016-09-26
- 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.