Alpha Saudi Freestyle Equity Fund
Low fees, but only average returns despite high risk — is the volatility worth it?
Past performance
Should I worry?
- In its worst year, the fund lost 20.0% 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
To achieve high capital growth in the medium to long term for unitholders through investing and managing the portfolio effectively and focusing on a selection of shares of companies listed on the Saudi stock markets initial public offerings rights issues real estate traded funds and closed-end traded funds in compliance with the provisions of the Fund's Sharia Supervisory Committee. In addition the Fund may invest in short-term Murabaha transactions. The Fund's goal is to outperform the benchmark. No profits are distributed to the unit holders but all the net profits of the Fund and the dividends or revenues it receives are reinvested.
- Manager
- شركة ألفا المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2023-05-15
- 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.