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Saudi Equity045015Shari'ah compliant

Alinma Endowment Investment Fund

الإنماء المالية

Low fees, but only average returns despite high risk — is the volatility worth it?

Low CostMid ReturnHigh Risk
1Y Return+1.0%
Total Fees0.40%
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Past performance

This Year+3.63%

Should I worry?

  • In its worst year, the fund lost 5.8% of its value.
  • Low volatility.

What it costs you

  • Management fee0.4%

    For every 1,000 SAR you invest per year, you pay 4 SAR in management fees (0.4% p.a.).

  • Minimum investment: 1 SAR

About this fund

The Fund aims to enhance the development role of legal entities licensed by the General Authority for Endowments by developing and investing the Fund's endowed assets.

Category
Saudi Equity
Fund type
Open
Risk level
High
Inception date
2025-03-10
Currency
SAR
Valuation frequency
Monday and Wednesday
Sub-category
موافق الشريعة
Min. subscription
1 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2026-08-10

enOpen

الشروط والأحكام

Latest · 2026-05-11

enOpen

Important Notice

Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.

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