Saudi Equity045001Shari'ah compliant
Alinma Saudi Equity Fund
High fees, average returns, high risk — unattractive.
High CostMid ReturnHigh Risk
1Y Return-16.5%
Total Fees2.30%
Past performance
This Year-3.52%
Should I worry?
- In its worst year, the fund lost 46.9% 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 ratio0.55%
Total annual cost (all fees) is 0.55% — that's 6 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.50%
- Minimum investment: 1 SAR
About this fund
The Fund is an open-ended investment fund that aims to attain appreciation in capital of the units holders on the long-run. The fund invests its assets mainly in stocks listed in the Saudi stock market depending among other tools on fundamental analysis of these firms provided that they are licensed by the Shariah Board.
- Manager
- الإنماء المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2011-01-01
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- موافق الشريعة
- Min. subscription
- 1 SAR
- Subscription charge
- 1.50%
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.