Alinma Multi Assets Balanced Fund

No items found.
4.90

19.0644

NAV (Sep 19, 2023)

+9.25%

NAV (Sep 19, 2023)

Historical NAV

NAV (19 Sep 2023)

NO DATA FOUND

Fund Returns

Last 1Y

11.96%

YTD

10.79%

Last 3Y

42.58%

Last 3 months

1.07%

Last 5Y

49.48%

About Alinma Multi Assets Balanced Fund

Investment Objective

Established on 4th May 2013, Alinma Multi Assets Balanced fund gained immense popularity among investors in Saudi Arabia. The fund is successfully managed by Alinma Investment Company which is widely recognized for providing investment services in the Middle East region. The fund is specifically designed for such individuals who are looking for a balanced technique for their investment.

This open-ended fund meets the financial objectives by making the investment in several assets comprising fixed-income securities, equity instruments, and exchange-traded funds. The fund's investing plan relies on a rigorous and methodical strategy for financial market analysis, both fundamental and technical.

The fund has kept the management cost at 1.50%. Every investor investing in this fund must pay this value to fund managers to manage their portfolio on their behalf. These investment managers are highly professional and know the ins and outs of the fund. They make sure to make investments in such securities.

Expense Ratio

0.96%

Asset Class

Multi Asset

Fund Type

Open

Fund Currency

SAR

Shariah Compliant

YES

Fund Objective

Growth

Risk Level

Mid to High

Minimum Subscription

5000

Subscription charges

1.5%

Management fees

1.5%

Leverage

Launched Date

2010/09/30

Fund Managers

Alinma Investment

Fund Manager

FAQs about Alinma Multi Assets Balanced fund

What Kind of Returns does Alinma Multi Assets Balanced fund offer?

Alinma Multi Assets Balanced fund offers reasonable returns on the investment made by the traders. However, they must make a proper plan before investing.

How risky is the Alinma Multi Assets Balanced fund?

Alinma Multi Assets Balanced fund is a medium to high-risk fund. Hence, it is crucial for investors to analyze their risk appetite before investing.

What is the minimum amount specified for investing in the Alinma Multi Assets Balanced fund?

The minimum amount required for investing in the Alinma Multi Assets Balanced fund is SAR 5000. This is the value specified by fund managers for maintaining their cash flow.

What is the average Annual Management Fee of the Alinma Multi Assets Balanced fund?

The annual management fee of the Alinma Multi Assets Balanced fund is 1.50%. The investors must pay this value to professionals for working on their behalf.

What is the Fund Type of Alinma Multi Assets Balanced fund?

Alinma Multi Assets Balanced fund is an open-ended fund stating that investors can buy or sell the fund's units at any given time.

Who manages the Alinma Multi Assets Balanced fund?

Alinma Multi Assets Balanced fund is managed by Alinma Investment Company. The company provides a wide range of investment services at affordable prices.