Saudi Equity041001Not Shari'ah-designated
Kamco Saudi Equity Fund Class (A)
Strong returns at average fees, with the moderate risk you'd expect.
Mid CostHigh ReturnMid Risk
1Y Return+4.4%
Total Fees2.31%
Past performance
This Year+7.86%
Should I worry?
- In its worst year, the fund lost 43.7% 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 ratio0.56%
Total annual cost (all fees) is 0.56% — that's 6 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 10,000 SAR
About this fund
The fund is an open- ended that primarily invests in shares of listed companies and new IPOs in the Saudi stock market. The fund aims to develop capital in the long term.
- Manager
- شركة كامكو للاستثمار
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2009-01-28
- Currency
- SAR
- Valuation frequency
- Sunday and Tuesday
- Sub-category
- N/A
- 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.