Real Estate156005Shari'ah compliant
BLOM FUND OF REITS FUND
Balanced and conservative: average fees, decent returns, contained risk.
Mid CostMid ReturnLow Risk
1Y Return+10.7%
Total Fees1.78%
Past performance
This Year+12.21%
Should I worry?
- In its worst year, the fund lost 36.4% of its value.
- Medium volatility.
What it costs you
- Management fee0.8%
For every 1,000 SAR you invest per year, you pay 8 SAR in management fees (0.8% p.a.).
- Total expense ratio0.98%
Total annual cost (all fees) is 0.98% — that's 10 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 100,000 SAR
About this fund
The objective of the Fund is to invest the Fund's assets in the listed REIT Units that will be listed on the Saudi Stock Exchange and managed by the Fund Manager or other Fund Managers
- Manager
- بلوم للإستثمار السعودية
- Category
- Real Estate
- Fund type
- Open
- Risk level
- High
- Inception date
- 2018-04-16
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- Sub-category
- موافق الشريعة
- Min. subscription
- 100,000 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.