BLOM SAUDI ARABIA FUND
Strong returns at average fees, with the moderate risk you'd expect.
Past performance
Should I worry?
- In its worst year, the fund lost 46.8% 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 ratio0.65%
Total annual cost (all fees) is 0.65% — that's 7 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 1,000 SAR
About this fund
The objective of the Fund is to generate long-term capital growth primarily through investing in equity securities listed on the Tadawul either directly or through other funds or collective investment schemes established under the laws and regulations of Saudi Arabia with a primary focus on investments in equity securities listed on the Tadawul.
- Manager
- بلوم للإستثمار السعودية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2011-06-14
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- N/A
- Min. subscription
- 1,000 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.