Jadwa GCC Equity Fund - Class B

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4.90

SAR 590.765

NAV (Apr 1, 2023)

+8.83%

NAV (Apr 1, 2023)

Historical NAV

8.83%

NAV (Apr 1, 2023)

+0.75%

Fund Returns

Last 1Y

21.96%

YTD

13.88%

Last 3Y

86.91%

Last 3 months

1.93%

Last 5Y

115.06%

About Jadwa GCC Equity Fund Class B

Investment Objective

An open-ended fund, Jadwa GCC Equity fund Class B is a prominent mutual fund in Saudi Arabia that is widely recognized for providing outstanding returns on investment. However, before moving ahead with the investment, it is essential for investors to analyze the fund's performance and then make an informed decision.

As the fund comes with high risk, investors must be prepared to face any turmoil during the investment tenure. They must ensure to plan their investment for a longer tenure to gain the benefits. Not only this, they must be ready to expose their portfolio in the market. Hence, it's essential to first assess their risk appetite before investing.

With an annual management cost of 1.95%, the fund demands the investors pay this amount to fund managers for handling their portfolio on their behalf. These fund managers come with years of knowledge and expertise and ensure to invest in such Shariah-compliant securities that provide good yields in the long run.

Expense Ratio

0.005%

Asset Class

Equity

Fund Type

Open

Fund Currency

SAR

Shariah Compliant

YES

Fund Objective

Growth

Risk Level

High

Minimum Subscription

5000

Subscription charges

0.02%

Management fees

0.015%

Leverage

Launched Date

2010/09/30

Fund Managers

Jadwa Investment

Fund Manager

FAQs about Jadwa GCC Equity Fund Class B

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

Jadwa GCC Equity Fund Class B offers 35.81% returns YTD to the investors who invest in this fund. However, they must remain invested for a protracted timeframe.

How risky is the Jadwa GCC Equity Fund Class B?

Jadwa GCC Equity Fund Class B is a high-risk fund. This states that the fund is exposed to certain instability to provide greater returns.

What minimum amount must you invest in the Jadwa GCC Equity Fund Class B?

The minimum amount you must have for investing in the Jadwa GCC Equity Fund Class B is SAR 1000. This is the value with which the investors can start their investment journey.

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

The annual management cost of Jadwa GCC Equity Fund Class B is 1.95%. This states that traders need to pay specific fees to investment managers.

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

Jadwa GCC Equity Fund Class B is an open-ended fund. This states that traders can purchase the fund's units on any working day.

Who manages the Jadwa GCC Equity Fund Class B?

Jadwa GCC Equity Fund Class B is handled by Jadwa Investment. The firm has received a license from the Capital Market Authority to offer services in the Middle East.

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

The foremost objective of the Jadwa GCC Equity Fund Class B is to gain income in the long term by investing in equities that are based on Shariah guidelines.