Saudi Equity104002Shari'ah compliant
Alawwal Saudi Equity Fund
Balanced and conservative: average fees, decent returns, contained risk.
Mid CostMid ReturnLow Risk
1Y Return-3.5%
Total Fees2.14%
Past performance
This Year+0.84%
Should I worry?
- In its worst year, the fund lost 33.2% 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 ratio0.64%
Total annual cost (all fees) is 0.64% — that's 6 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.00%
- Minimum investment: 10,000 SAR
About this fund
To provide long-term capital appreciation and growth. The Fund invests in listed equity securities that comply with Shariah-guidelines and form part of tadawul all share index
- Manager
- شركة الأول كابيتال
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2009-09-01
- Currency
- SAR
- Valuation frequency
- Daily
- 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.