Aljazira Asset Allocation Fund Growth Strategy

  • No items found.
  • Rate
    4.90
173.981
NAV (Jun 6, 2023)
+11.12%
Arrow Up Green
NAV (Jun 6, 2023)
Historical NAV
%
NO DATA FOUND
  • 7D
  • 1M
  • 3M
  • YTD
  • 1Y
  • 3Y
  • 5Y
  • ALL
Fund Returns
Last 1Y
-17.14%
YTD
-17.43%
Last 3Y
16.58%
Last 3 months
-4.88%
Last 5Y
23.89%
CAGR Month 6

About Aljazira Asset Allocation Fund Growth Strategy

Investment Objective

Aljazira Asset Allocation Fund Growth Strategy is a popular mutual fund in Saudi Arabia that helps investors keep a diversified portfolio that mixes equity and debt instruments. Launched under the name of Al Jazira Capital, this fund is known for offering extraordinary returns to investors. Al Jazira Capital is a renowned investment firm in the region that provides desirable asset management services to investors and ensures to meet their growing needs. 

This Growth Strategy fund is distinguished by its emphasis on growth-oriented assets. The fund attempts to discover firms with high development prospects in industries such as medical care, technology, and consumer products, as well as to invest in fixed-income assets with high yields. This strategy intends to give long-term capital appreciation as well as income production to investors.

When it comes to investing, the fund has set the minimum amount as SAR 500. The value is set at a lower side, allowing both new and experienced investors to invest in this fund. The amount enables the investors to adjust their expenses and includes a high-risk fund in their portfolio.

Expense Ratio
0.02%
Asset Class
Funds of Funds
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
500
Subscription charges
0%
Management fees
0.95%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Aljazira Capital
Fund Manager

FAQs about Aljazira Asset Allocation Fund Growth Strategy

What kind of returns does Aljazira Asset Allocation Fund Growth Strategy offer?

toggle arrow

Aljazira Asset Allocation Fund Growth Strategy offers decent returns on investments made by traders. However, factors such as market circumstances, the fund's investment strategy, and the performance of individual stocks might have some impact.

How risky is the Aljazira Asset Allocation Fund Growth Strategy?

toggle arrow

The level of risk associated with the Aljazira Asset Allocation Fund Growth Strategy is high. However, the fund offers higher returns as it majorly invests in equities.

What minimum amount do you need to invest in the Aljazira Asset Allocation Fund Growth Strategy?

toggle arrow

The minimum amount required for investing in the Aljazira Asset Allocation Fund Growth Strategy is SAR 500. Investors who wish to begin their investment journey can start with this fund.

What is the average Annual Management Fee of Aljazira Asset Allocation Fund Growth Strategy?

toggle arrow

The annual management cost of the Aljazira Asset Allocation Fund Growth Strategy is 0.95%. Investors must pay this amount to fund managers to manage their fund assets.

What is the Fund Type of Aljazira Asset Allocation Fund Growth Strategy?

toggle arrow

Aljazira Asset Allocation Fund Growth Strategy is an open-ended fund. This implies that the fund enables the investors to purchase the fund's units at any time.

Who manages the Aljazira Asset Allocation Fund Growth Strategy?

toggle arrow

Aljazira Asset Allocation Fund Growth Strategy is managed by Aljazira Capital. The firm ensures to meet the client's demands in the Middle East.

What is the Aljazira Asset Allocation Fund Growth Strategy's Goal?

toggle arrow

The fundamental goal of the Aljazira Asset Allocation Fund Growth Strategy is to earn revenue by investing in securities that are based on Shariah guidelines.

What is the expense ratio of the Aljazira Asset Allocation Fund Growth Strategy?

toggle arrow

The expense ratio of the Aljazira Asset Allocation Fund Growth Strategy is 0.02%. As operating costs have an impact on returns, it's essential for investors to know this value before moving ahead with the investment.

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

Similar Funds to Aljazira Asset Allocation Fund Growth Strategy

129.207
NAV
0.0053%
EXPENSE RATIO
9.49%
Arrow Up Green
RETURNS (5 Years)
194.433
NAV
0.54%
EXPENSE RATIO
-4.91%
Arrow Down Red
RETURNS (5 Years)
119.673
NAV
0.0058%
EXPENSE RATIO
6.54%
Arrow Up Green
RETURNS (5 Years)
158.535
NAV
0.0051%
EXPENSE RATIO
29.7%
Arrow Up Green
RETURNS (5 Years)
200.09
NAV
0.0057%
EXPENSE RATIO
0.16%
Arrow Up Green
RETURNS (5 Years)
157.449
NAV
0.0043%
EXPENSE RATIO
9.61%
Arrow Up Green
RETURNS (5 Years)
91.1159
NAV
0.0015%
EXPENSE RATIO
N/A
Arrow Up Green
RETURNS (5 Years)
177.692
NAV
0.0011%
EXPENSE RATIO
52.33%
Arrow Up Green
RETURNS (5 Years)
758.683
NAV
0.52%
EXPENSE RATIO
100.08%
Arrow Up Green
RETURNS (5 Years)
108.556
NAV
0.04%
EXPENSE RATIO
N/A
Arrow Up Green
RETURNS (5 Years)
Link copied to clipboard