Saudi Equity158003Shari'ah compliant
GIB Opportunistic Saudi Equity Fund - Class (C)
Strong returns and low fees, but high volatility — for investors comfortable with swings.
Low CostHigh ReturnHigh Risk
1Y Return+1.0%
Total Fees0.74%
Past performance
This Year+5.80%
Should I worry?
- In its worst year, the fund lost 25.2% of its value.
- Medium 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 ratio0.24%
Total annual cost (all fees) is 0.24% — that's 2 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 10,000 SAR
About this fund
Achieving capital growth in the medium and long term by investing in shares of Saudi companies listed on the main Saudi stock market or listed on the parallel market (Nomu) in accordance with the provisions of Islamic Sharia.
- Manager
- جي آي بي كابيتال
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2017-12-21
- Currency
- SAR
- Valuation frequency
- Sunday and Tuesday
- Sub-category
- موافق الشريعة
- Min. subscription
- 10,000 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.