Alawwal Saudi Equity Fund

  • No items found.
  • Rate
    4.90
SAR 31.7599
NAV (Feb 2, 2023)
+15.79%
NAV (Feb 2, 2023)
Historical NAV
15.79%
NAV (Feb 2, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
29.39%
YTD
15.72%
Last 3Y
77.96%
Last 3 months
1.24%
Last 5Y
91.02%
CAGR Month 6

About Alawwal Saudi Equity Fund

Investment Objective

Since its inception in the year 2009, the Alawwal Saudi Equity fund has gained immense popularity in Saudi Arabia. This high-risk fund is known for offering good returns on investment. However, it’s essential to invest for a longer tenure in this fund to reap its benefits. Investors should keep in mind that they need to track the fund’s performance on a regular basis.

With management fees of 1.5%, the fund is successfully handled by Alawwal Capital Company. The company provides in-depth investment services comprising local and international fund options. It is known for managing Shariah-compliant funds and various other multi-asset funds. They are equipped with highly experienced fund managers who handle the funds on the client’s behalf.

This open-ended fund aims to offer huge returns on the investment over a long timeframe. The fund majorly spends on equities based on Shariah laws and is a part of Tadawul. The fund managers ensure to make the investment in such shares that provides desired yields to the investors. 

The subscription charge of the fund is 1%, and the minimum subscription set for the fund is 10,000 SAR. This is the minimum value an investor must have when investing in this fund. The valuation of the fund is done on a daily basis, and the announcement is also made regularly.

Expense Ratio
0.64%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
0
Subscription charges
1
Management fees
1.5
Leverage
0
Launched Date
2010/09/30

Fund Managers

Alawwal Capital Company
Fund Manager

FAQs about Alawwal Saudi Equity Fund

What Kind of Returns does Alawwal Saudi Equity Fund provide?

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Alawwal Saudi Equity Fund provides a desirable return on investment. However, it is essential to make the investment for a longer period.

How risky is the Alawwal Saudi Equity Fund?

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Alawwal Equity fund is a high-risk fund. This fund is a perfect option for such individuals who possess detailed information about the financial market.

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

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The minimum amount you must have while investing in this Saudi Equity Fund is 10,000 SAR. This is the value set by the fund managers taking several factors into consideration.

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

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The annual management fee of Alawwal Saudi Equity Fund is 1.5 percent. This amount is used to pay the investment managers for the energy and effort they put into managing your portfolio.

What is the Fund Type of Alawwal Saudi Equity Fund?

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Alawwal Saudi Equity Fund is an open-ended fund which implies that the investors get the power to purchase the share as at any time at their convenience. Similarly, they do not need to wait for the completion of time to withdraw the units as the fund doesn’t have any lock-in period.

Who manages the Alawwal Saudi Equity Fund?

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Alawwal Saudi Equity Fund is handled by Alawwal Capital Company. It is a joint-stock corporation known for offering investment services.

What is the Alawwal Saudi Equity Fund’s goal?

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Alawwal Saudi Equity fund’s goal is to generate investment returns and profit over a lengthy period. The fund invests in registered equities assets that conform with Sharia laws and constitute part of the tadawul all stock index.

What is the expense ratio of the Alawwal Saudi Equity Fund?

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The expense ratio of the Alawwal Saudi Equity fund is 0.64%. This amount is charged by the fund managers for successfully handling your funds.

Investment Calculator

SAR 5000 per month
Over the past

Total Investment of (SAR) 0
Would have become (SAR)
0 (0%)

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