Saudi Equity172001Shari'ah compliant
WinVeston Saudi Equity Quant Fund
Low fees, but only average returns despite high risk — is the volatility worth it?
Low CostMid ReturnHigh Risk
1Y Return+2.7%
Total Fees1.53%
Past performance
This Year+8.11%
Should I worry?
- In its worst year, the fund lost 9.3% of its value.
- Medium volatility.
What it costs you
- Management fee1.5%
For every 1,000 SAR you invest per year, you pay 15 SAR in management fees (1.5% p.a.).
- Total expense ratio0.029%
Total annual cost (all fees) is 0.029% — that's 0 SAR per 1,000 SAR invested.
- Initial subscription fee: 1.50%
- Minimum investment: 100 SAR
About this fund
- Manager
- شركة وينفستن المالية
- Category
- Saudi Equity
- Fund type
- Open
- Risk level
- High
- Inception date
- 2025-06-25
- Currency
- SAR
- Valuation frequency
- Daily
- Sub-category
- موافق الشريعة
- Min. subscription
- 100 SAR
- Subscription charge
- 1.50%
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.