Alkhair Capital Saudi Equity Fund
Average on every measure — acceptable but not standout.
Past performance
Should I worry?
- In its worst year, the fund lost 34.0% 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 ratio0.75%
Total annual cost (all fees) is 0.75% — that's 8 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.00%
- Minimum investment: 10,000 SAR
About this fund
to offer a medium to long term capital appreciation through investment principally in Shariah compliant securities already listed on the Saudi Stock Exchange and to be offered in the course of an initial public offering in the Kingdom of Saudi Arabia and in addition the Fund may also invest in Shariah compliant cash equivalents in accordance with the Funds Term and Conditions.
- Manager
- الخير كابيتال السعودية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2013-09-24
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- موافق الشريعة
- Min. subscription
- 10,000 SAR
- Subscription charge
- 1.00%
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.