Saudi Equity163001Not Shari'ah-designated
AlWatani Saudi Equity Fund
A solid conservative choice: low fees, decent returns, contained risk.
Low CostMid ReturnLow Risk
1Y Return+4.6%
Total Fees1.39%
Past performance
This Year+6.90%
Should I worry?
- In its worst year, the fund lost 14.6% of its value.
- Medium volatility.
What it costs you
- Management fee1%
For every 1,000 SAR you invest per year, you pay 10 SAR in management fees (1% p.a.).
- Total expense ratio0.39%
Total annual cost (all fees) is 0.39% — that's 4 SAR per 1,000 SAR invested.
- Minimum investment: 10,000 SAR
About this fund
Al-Watani Saudi Equity Fund is a public open-ended fund that invest in companies listed in The Kingdom of Saudi Arabia and are the constituents of S&P Saudi Arabia Domestic Total Return in Local Currency Index
- Manager
- الوطني لإدارة الثروات
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2021-12-12
- Currency
- SAR
- Valuation frequency
- Monday and Thursday
- Sub-category
- N/A
- Min. subscription
- 10,000 SAR
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.