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Sukuk & Bonds159004Shari'ah compliant

Alpha Capital Public Sukuk Fund

شركة ألفا المالية

Strong returns at low cost, with the moderate risk you'd expect.

Low CostHigh ReturnMid Risk
1Y Return+5.6%
Total Fees0.50%
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Past performance

This Year+2.56%

Should I worry?

  • In its worst year, the fund lost 2.8% of its value.
  • Low 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.).

  • Initial subscription fee: 2.00%
  • Minimum investment: 100,000 SAR

About this fund

Alpha Capital Public Sukuk Fund aims to generate income in the medium and long term by investing mainly in Sukuk issued by sovereign semi sovereign or corporate entities The fund can also invest in debt instruments funds private credit funds trade finance funds leasing funds money market instruments and funds derivatives contracts and structured products provided that all of the funds investments are compatible with the Sharia regulations and standards approved by the Sharia Supervision Committee in accordance with the investment strategies adopted by the fund manager

Category
Sukuk & Bonds
Fund type
Open
Risk level
Medium
Inception date
2023-09-04
Currency
SAR
Valuation frequency
Monday to Wednesday
Sub-category
موافق الشريعة
Min. subscription
100,000 SAR
Subscription charge
2.00%

If you had invested…

Documents

نشرة المعلومات

Latest · 2026-07-14

enOpen

القوائم المالية

Latest · 2026-07-27

enOpen

الشروط والأحكام

Latest · 2023-11-12

arOpen

Important Notice

Not financial advice. Past performance ≠ future results. Investing involves risk of loss. Consult a financial advisor before making investment decisions.

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