Saudi Equity135001Not Shari'ah-designated
BMK Saudi Equity Fund
High fees and weak returns even at low risk — not worth it.
High CostLow ReturnLow Risk
1Y Return+4.1%
Total Fees2.51%
Past performance
This Year+7.41%
Should I worry?
- In its worst year, the fund lost 28.5% of its value.
- Medium volatility.
What it costs you
- Management fee1.9%
For every 1,000 SAR you invest per year, you pay 19 SAR in management fees (1.9% p.a.).
- Total expense ratio0.61%
Total annual cost (all fees) is 0.61% — that's 6 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 2,000 SAR
About this fund
Fund Manager seeks to achieve capital growth by investing is shares listed on the Saudi Stock Market
- Manager
- بيت المال الخليجي
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2014-05-07
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- N/A
- Min. subscription
- 2,000 SAR
- Subscription charge
- 2.00%
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.