Saudi Equity101005Shari'ah compliant
Osool & Bakheet Parallel Market Equity Trading Fund
High fees and weak returns even at low risk — not worth it.
High CostLow ReturnLow Risk
1Y Return-20.4%
Total Fees2.32%
Past performance
This Year-7.65%
Should I worry?
- In its worst year, the fund lost 36.2% of its value.
- High volatility.
What it costs you
- Management fee2%
For every 1,000 SAR you invest per year, you pay 20 SAR in management fees (2% p.a.).
- Total expense ratio0.32%
Total annual cost (all fees) is 0.32% — that's 3 SAR per 1,000 SAR invested.
- Minimum investment: 1,000 SAR
About this fund
The fund main objective is to maximize capital through growing up the capital via achieving an absolute return in the long term.
- Manager
- شركة أصول و بخيت الاستثمارية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2017-04-05
- Currency
- SAR
- Valuation frequency
- Thursday and Monday
- Sub-category
- موافق الشريعة
- Min. subscription
- 1,000 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.