Saudi Equity158016Shari'ah compliant
GIB Saudi Small and Mid-Cap Equity Fund - CLASS (B)
Low fees can't offset weak returns paired with high risk.
Low CostLow ReturnHigh Risk
1Y Return-6.3%
Total Fees1.75%
Past performance
This Year+3.65%
Should I worry?
- In its worst year, the fund lost 24.6% 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.).
- Initial subscription fee: 2.00%
- Minimum investment: 10,000 SAR
About this fund
Achieving capital growth over the medium and long term by investing in small and medium-sized companies listed on the Saudi Stock Exchange or on the parallel market (Nomu) in accordance with Shariah-compliant standards and criteria.
- Manager
- جي آي بي كابيتال
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2024-05-20
- 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.