Saudi Equity159001Shari'ah compliant
Alpha Saudi Equity Fund
Strong returns but high risk and average fees — for active investors.
Mid CostHigh ReturnHigh Risk
1Y Return+1.1%
Total Fees1.88%
Past performance
This Year+1.89%
Should I worry?
- In its worst year, the fund lost 18.4% of its value.
- Medium volatility.
What it costs you
- Management fee1.45%
For every 1,000 SAR you invest per year, you pay 15 SAR in management fees (1.45% p.a.).
- Total expense ratio0.43%
Total annual cost (all fees) is 0.43% — that's 4 SAR per 1,000 SAR invested.
- Initial subscription fee: 2.00%
- Minimum investment: 10,000 SAR
About this fund
To provide medium & long-term capital growth by investing in listed equities in the Saudi Market. The fund invests its assets in a diversified portfolio of Shariah-compliant companies listed in the Saudi Equity Market.
- Manager
- شركة ألفا المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2018-07-25
- Currency
- SAR
- Valuation frequency
- Monday and Wednesday
- 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.