Al Yusr Saudi Equity Fund

  • No items found.
  • Rate
    4.90
SAR 120.763
NAV (Apr 1, 2023)
+5.57%
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NAV (Apr 1, 2023)
Historical NAV
5.57%
NAV (Apr 1, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
6.37%
YTD
5.98%
Last 3Y
60.4%
Last 3 months
0.78%
Last 5Y
73.1%
CAGR Month 6

About Al Yusr Saudi Equity Fund

Investment Objective

Al Yusr Saudi Equity Fund is an open-ended mutual fund in Saudi Arabia that offers great profits to investors on their investments. Being a high-risk fund, the fund demands investors stay updated with the latest market trends. Not only this, but they must also track the fund's historical performance to get a clear picture of whether they should go ahead with the investment. 

This high-risk mutual fund is handled by Alawwal Capital company, which charges 1.95% as the annual management cost. The fund charges this amount from the traders to pay to the fund managers who handle the client's portfolio on their behalf. These money managers are highly experienced and ensure to invest in such equities that offer desirable returns.

In addition to this, the fund also makes investments in registered Middle East equities. However, they ensure not to invest in such organizations' shares that are not based on Shariah guidelines. The fund aims to help investors earn huge by investing for a more extended period of time.

Expense Ratio
0%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Capital Preservation
Risk Level
Low
Minimum Subscription
0
Subscription charges
0%
Management fees
0%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Alawwal Invest
Fund Manager

FAQs about Al Yusr Saudi Equity Fund

What Kind of Returns can you get from Al Yusr Saudi Equity Fund?

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Al Yusr Saudi Equity Fund offers a reasonable return on investment made by traders. However, investors need to invest for a significant period of time.

How risky is the Al Yusr Saudi Equity Fund?

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Al Yusr Saudi Equity Fund is a high-risk investment fund. This implies that investors must take care of and gather knowledge about the fund before investing.

What minimum amount do you need to invest in the Al Yusr Saudi Equity Fund?

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The minimum amount required for investing in the Al Yusr Saudi Equity Fund is SAR 5000. The fund requires this minimum investment to ensure they have enough capitalization.

What is the average Annual Management Fee of Al Yusr Saudi Equity Fund?

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The annual management cost for Al Yusr Saudi Equity Fund is 1.95%. This cost is subtracted from the investor's profit to make the payment to fund managers.

What is the Fund Type of the Al Yusr Saudi Equity Fund?

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Al Yusr Saudi Equity Fund is an open-ended fund that enables investors to purchase units of the fund without any restrictions.

Who manages the Al Yusr Saudi Equity Fund?

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Al Yusr Saudi Equity Fund is handled by Alawwal Capital Company. The company is known for offering avant-garde investment services in Saudi Arabia.

What is the Al Yusr Saudi Equity Fund's Goal?

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The foremost objective of Al Yusr Saudi Equity Fund is to assist investors to earn huge incomes on their investments in a significant period of time.

What is the expense ratio of the Al Yusr Saudi Equity Fund?

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The expense ratio of the Al Yusr Saudi Equity Fund is 0.57%. This amount is demanded by the fund to compensate the fund managers.

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

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