Al Yusr Morabaha & Sukuk Fund

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  • Rate
    4.90
SAR 12.6378
NAV (Apr 1, 2023)
+5.09%
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NAV (Apr 1, 2023)
Historical NAV
5.09%
NAV (Apr 1, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
-1.79%
YTD
-2.2%
Last 3Y
1.46%
Last 3 months
-3.21%
Last 5Y
6.64%
CAGR Month 6

About Al Yusr Morabaha & Sukuk Fund

Investment Objective

Since its inception in the year 2003, Al Yusr Morabaha & Sukuk Fund has marked a reputed position in the Saudi Arabia market. The fund is top-rated among investors for providing excellent yields on their investments. However, investors must ensure to conduct a thorough analysis before making a decision to invest in the fund.

The fund aims to assist investors to invest in equities that are based on Shariah guidelines to gain massive income with superior volatility and postering global exchange risk. Apart from this, the fund is also involved in investing in Morabaha and Sukuk transactions set as per Shariah guidelines. 

With a management cost of 0.5%, the fund is successfully handled by Alawwal Invest. By paying this value, the investors gain access to expert services. The fund onboards experienced money managers who are well-versed in the share market of the Middle East. Hence, they ensure to invest in such equities and Morabaha funds that provide excellent yields.

Expense Ratio
0.006%
Asset Class
Bond/Sukuk
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
NO
Fund Objective
Growth
Risk Level
High
Minimum Subscription
5000
Subscription charges
0.015%
Management fees
0.0195%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Alawwal Invest
Fund Manager

FAQs about Al Yusr Morabaha & Sukuk Fund

What Kind of Returns can you get from Al Yusr Morabaha & Sukuk Fund?

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Al Yusr Morabaha & Sukuk Fund is widely known for providing outstanding returns to traders on the investment they make.

How risky is the Al Yusr Morabaha & Sukuk Fund?

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Al Yusr Morabaha & Sukuk Fund is a medium-risk fund that helps investors to gain moderate profit on their investment.

What minimum amount is needed to invest in the Al Yusr Morabaha & Sukuk Fund?

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The minimum amount needed to invest in the Al Yusr Morabaha & Sukuk Fund is USD 5000. This value is fixed by money managers to meet the fund's requirements.

What is the average Annual Management Fee of Al Yusr Morabaha & Sukuk Fund?

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The annual management fee of Al Yusr Morabaha & Sukuk Fund is 0.5%. This is the minimal amount charged by the fund to make the payment to money managers.

What is the Fund Type of Al Yusr Morabaha & Sukuk Fund?

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Al Yusr Morabaha & Sukuk Fund is an open-ended fund. This means that individuals can invest in this fund without any restrictions.

Who manages the Al Yusr Morabaha & Sukuk Fund?

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Al Yusr Morabaha & Sukuk Fund is managed by Alawwal Invest. The firm ensures to meet the necessities of the traders.

What is the Al Yusr Morabaha & Sukuk Fund's Goal?

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The foremost objective of the Al Yusr Morabaha & Sukuk Fund is to help investors make huge money in the long term by investing in Sukuk funds.

What is the expense ratio of the Al Yusr Morabaha & Sukuk Fund?

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The expense ratio of the Al Yusr Morabaha & Sukuk Fund is 0.14%. This is the minimal value charged by the fund to pay the experts.

Investment Calculator
SAR 5000 per month
Over the past
  • Total Investment of (SAR)
    0
Would have become (SAR)
0 (0%)

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RETURNS (5 Years)
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