Saudi Equity046786Not Shari'ah-designated
Morgan Stanley Saudi Equity Fund
Strong returns and low fees, but high volatility — for investors comfortable with swings.
Low CostHigh ReturnHigh Risk
1Y Return+3.4%
Total Fees1.72%
Past performance
This Year+5.38%
Should I worry?
- In its worst year, the fund lost 34.3% of its value.
- Medium volatility.
What it costs you
- Management fee1.25%
For every 1,000 SAR you invest per year, you pay 13 SAR in management fees (1.25% p.a.).
- Total expense ratio0.47%
Total annual cost (all fees) is 0.47% — that's 5 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.50%
- Minimum investment: 50,000 SAR
About this fund
to offer long term capital appreciation and growth through investment principally in shares listed on the main market of the Saudi Stock Exchange and in shares offered in the course of an initial public offering in the Kingdom of Saudi Arabia
- Manager
- مورغان ستانلي السعودية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2009-01-06
- Currency
- SAR
- Valuation frequency
- Sunday and Tuesday
- Sub-category
- N/A
- Min. subscription
- 50,000 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.