Saudi Equity138001Shari'ah compliant
Musharaka Saudi Equity Fund
High fees for average returns — hard to justify.
High CostMid ReturnMid Risk
1Y Return-9.1%
Total Fees2.83%
Past performance
This Year+0.42%
Should I worry?
- In its worst year, the fund lost 44.0% of its value.
- Medium volatility.
What it costs you
- Management fee1.75%
For every 1,000 SAR you invest per year, you pay 18 SAR in management fees (1.75% p.a.).
- Total expense ratio1.08%
Total annual cost (all fees) is 1.08% — that's 11 SAR per 1,000 SAR invested.
- Minimum investment: 2,000 SAR
About this fund
The fund aims to achieve capital appreciation in the medium to long term through investing into diversified portfolio of Saudi equities listed on both Tadawul and Nomu markets in addition to investing into the lucrative Initial Public Offering opportunities in the Kingdom.
- Manager
- شركة مشاركة المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2014-11-02
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 2,000 SAR
If you had invested…
News & Announcements
Source: Saudi Exchange (Tadawul)
Explore more
Important Notice
Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.