Jadwa GCC Equity Fund - Class A

No items found.
4.90

SAR 164.739

NAV (Apr 1, 2023)

+9.04%

NAV (Apr 1, 2023)

Historical NAV

9.04%

NAV (Apr 1, 2023)

+0.75%

Fund Returns

Last 1Y

22.94%

YTD

14.57%

Last 3Y

N/A

Last 3 months

2.14%

Last 5Y

N/A

About Jadwa GCC Equity Fund Class A

Investment Objective

A Saudi Arabia mutual fund, Jadwa GCC Equity Fund Class A is a popular equity fund that has established its mark in the market in Saudi Arabia. As this open-ended fund comes with high risk, it is exposed to certain unsteadiness for providing greater yields to investors who have invested in this fund. However, when the market doesn't perform as per expectation, the fund may go into a loss and doesn't give desirable returns.

Investors can begin their investment journey in this fund with a minimum amount of 0. This states that they can start with any amount as per their wish, as the fund has not set any limit for investment. However, every investor has their reason for investing in mutual funds. Also, the amount they decide for investing is dependent on various factors like annual income and the timeframe that they wish to invest in a specific fund.

Being managed by Jadwa Investment, the fund performance consistently surpasses the standard set by investing in selective equities that offer excellent yields. Also, the best part of this fund is that they do not charge any management fees from investors.

Expense Ratio

0.0004%

Asset Class

Equity

Fund Type

Open

Fund Currency

SAR

Shariah Compliant

YES

Fund Objective

Capital Preservation

Risk Level

Low

Minimum Subscription

2000

Subscription charges

Management fees

0.15%

Leverage

Launched Date

2010/09/30

Fund Managers

Jadwa Investment

Fund Manager

FAQs about Jadwa GCC Equity Fund Class A

What Kind of Returns does Jadwa GCC Equity Fund Class A?

Jadwa GCC Equity Fund Class A offers exceptional yields to investors on their hard-earned money. However, they must remain invested for a longer tenure.

How risky is the Jadwa GCC Equity Fund Class A?

Jadwa GCC Equity Fund Class A is a high-risk fund. This implies that investors who can expose their portfolios to high-risk markets can go ahead with the investment.

What minimum amount do you need to invest in the Jadwa GCC Equity Fund Class A?

The minimum cost required to invest in the Jadwa GCC Equity Fund Class A is 0. This implies that there is no lower limit set by the fund managers for investing in this fund.

What is the average Annual Management Fee of Jadwa GCC Equity Fund Class A?

The annual management cost of Jadwa GCC Equity Fund Class A 0. This means that the investors don't need to pay any amount to fund managers for handling their portfolio.

What is the Fund Type of Jadwa GCC Equity Fund Class A?

Jadwa GCC Equity Fund Class A is an open-ended fund which implies that the investors can buy the fund's units at their desired time without any hassle.

Who manages the Jadwa GCC Equity Fund Class A?

Jadwa GCC Equity Fund Class A is handled by Jadwa Investment. The firm is known for its outstanding services and exceeding the customer's expectations.

What is the Jadwa GCC Equity Fund Class A's Goal?

The primary objective of Jadwa GCC Equity Fund Class A is that it helps investors to earn huge returns on their investments made on Shariah-based equities.