Saudi Equity101001Shari'ah compliant
Osool and Bakheet Saudi Trading Equity Fund
High fees for average returns — hard to justify.
High CostMid ReturnMid Risk
1Y Return+0.7%
Total Fees4.44%
Past performance
This Year+4.63%
Should I worry?
- In its worst year, the fund lost 50.6% of its value.
- Medium volatility.
What it costs you
- Management fee1.5%
For every 1,000 SAR you invest per year, you pay 15 SAR in management fees (1.5% p.a.).
- Total expense ratio2.94%
Total annual cost (all fees) is 2.94% — that's 29 SAR per 1,000 SAR invested.
- Minimum investment: 10,000 SAR
About this fund
The Fund main objective is to maximize the capital growth through achieving positive returns (versus its benchmark the (S&P Saudi Arabia Sharia Index)) while minimizing potential risks.
- Manager
- شركة أصول و بخيت الاستثمارية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2007-05-06
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 10,000 SAR
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.