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Liquidity

السيولة

How easily your investment converts to cash in hand: how long redemption takes, and at what cost.

Liquidity answers a very practical question: if you needed your money today, when would it reach your account? A liquid asset sells fast without a meaningful price concession; an illiquid one needs time or a discount — or both.

Funds have liquidity at two levels. First, the fund itself: open-ended funds set redemption days (daily or on set days weekly) and a payout period defined in their terms and conditions, while ETF and REIT units trade intraday but at a live market price that can drift from NAV.

Second, what the fund holds: a fund owning large, actively traded stocks can liquidate easily, while a private real estate fund may need months to sell a single asset. The rare cases of suspended redemptions typically happen when redemption requests outrun a fund's ability to liquidate holdings quickly.

Before investing, match a fund's liquidity to your horizon: money you may need within months does not belong in a slow-redemption fund, however tempting its expected return.

Numeric Example

An investor urgently needs SAR 50,000: units in a murabaha fund are redeemed at the next valuation day, with cash arriving in about two business days. A friend invested in a private real estate fund finds redemptions accepted once a quarter with 30 days' notice — the difference between the two situations is liquidity.

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