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Index Funds

صناديق المؤشرات

Funds that don't try to beat the market but to mirror it: they hold an index's components to match its return at low cost.

An index fund follows a radically different philosophy from an active fund: instead of a manager labouring to pick winners, the fund buys all the components of a specific index at their weights — so its investors earn roughly the market's return, no more, no less (before small fees).

The power of the idea is cost: tracking an index is nearly mechanical, so fees are typically a fraction of active management fees. Long-run research across many markets shows most active funds fail to beat their index after fees over long horizons.

In the Saudi market, exchange-traded index funds (ETFs) track various local indices, some shariah-compliant, with units tradable intraday like stocks.

What an index fund does not offer: protection in falling markets. If the index drops 20%, the fund drops fully with it — it promises to match the market in both directions, not to beat it in either.

Numeric Example

An index fund tracking a Saudi market index charges 0.4% all-in versus 1.75% for an active equity fund. If the market returns 8% a year, the index investor keeps about 7.6%, while the active manager must beat the market by more than 1.35% every year just to break even with it — a feat few sustain.

For educational and informational purposes only — not investment advice. Past performance does not guarantee future results.