Saudi Equity036002Shari'ah compliant
Itqan Capital Saudi Equity Fund
High fees with nothing to show for them — weak returns at moderate risk.
High CostLow ReturnMid Risk
1Y Return-15.4%
Total Fees3.40%
Past performance
This Year-3.35%
Should I worry?
- In its worst year, the fund lost 34.8% of its value.
- Medium 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.).
- Total expense ratio1.9%
Total annual cost (all fees) is 1.9% — that's 19 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 5,000 SAR
About this fund
An open-ended local equity fund
- Manager
- إتقان كابيتال
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2019-05-13
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- موافق الشريعة
- Min. subscription
- 5,000 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.