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Multi-Asset139004Shari'ah compliant

Ashmore GCC Diversified Trade Fund - Class A

شركة اشمور للاستثمار السعودية

High fees, decent returns, low risk — is the manager earning the premium?

High CostMid ReturnLow Risk
1Y Return+3.4%
Total Fees1.83%
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Past performance

This Year+1.81%

Should I worry?

  • In its worst year, the fund lost 6.5% of its value.
  • Low volatility.

What it costs you

  • Management fee0.5%

    For every 1,000 SAR you invest per year, you pay 5 SAR in management fees (0.5% p.a.).

  • Total expense ratio1.326%

    Total annual cost (all fees) is 1.326% — that's 13 SAR per 1,000 SAR invested.

  • Minimum investment: 10,000 SAR

About this fund

To provide liquidity upon the investors request and to develop the capital by investing in short-term and medium financial instruments

Category
Multi-Asset
Fund type
Open
Risk level
Medium
Inception date
2016-03-22
Currency
SAR
Valuation frequency
Daily
Sub-category
موافق الشريعة
Min. subscription
10,000 SAR

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

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القوائم المالية

Latest · 2026-08-11

enOpen

الشروط والأحكام

Latest · 2024-01-15

enOpen

Important Notice

Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.

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