Musharaka Saudi Equity Fund

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  • Rate
    4.90
15.3437
NAV (Sep 21, 2023)
+25.21%
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NAV (Sep 21, 2023)
Historical NAV
%
NO DATA FOUND
  • 7D
  • 1M
  • 3M
  • YTD
  • 1Y
  • 3Y
  • 5Y
  • ALL
Fund Returns
Last 1Y
8.99%
YTD
11.71%
Last 3Y
67.04%
Last 3 months
1.01%
Last 5Y
29.59%
CAGR Month 6

About Musharaka Saudi Equity Fund

Investment Objective

Since its inception, the Musharaka Saudi Equity fund has gained immense popularity amongst traders in Saudi Arabia. All thanks to the kind of returns it offers to the investors. This open-ended investment fund motive is to acquire wealth appreciation by investing in the diversified account of securities registered on the Tadawul and Nomu markets. 

The fund ensures to make investments in small, mid, and big capitalization equities. However, the amount invested in regular equities will differ on the basis of the money manager's outlook. Apart from this, they also make investments in third-party funds comprising Sukuk Funds, ETFs, and money market funds. 

The fund demands no subscription charge from investors investing in this fund. However, they do charge management fees from traders to make payments to fund managers. These managers are highly professionals and conduct thorough research before making investment decisions. They are completely aligned with the investors they are working for and ensure to help them gain profit.

Expense Ratio
1.08%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
10000
Subscription charges
0%
Management fees
1.75%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Musharaka Capital Company
Fund Manager

FAQs about Musharaka Saudi Equity Fund

What Kind of Returns does Musharaka Saudi Equity Fund offer?

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Musharaka Saudi Equity Fund provides higher returns on investment to traders who invest in this fund. But, they must ensure to invest for a more extensive duration.

How risky is the Musharaka Saudi Equity Fund?

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Musharaka Saudi Equity Fund is a high-risk fund. Hence, this fund is best suited for one who is ready to bear the risk to earn huge returns.

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

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The minimum amount required for investing in the Musharaka Saudi Equity Fund is SAR 10,000. This fixed value states that investors cannot spend any amount below this.

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

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The annual management cost of Musharaka Saudi Equity Fund is 1.75%. By paying this value, investors gain access to expert services.

What is the Fund Type of Musharaka Saudi Equity Fund?

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Musharaka Saudi Equity Fund is an open-ended fund. Hence, it is highly liquid and helps investors purchase fund units hassle-free.

Who manages the Musharaka Saudi Equity Fund?

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Musharaka Saudi Equity Fund is handled by Musharaka Capital Company. The company is widely recognized for offering top-rated investment services.

What is the Musharaka Saudi Equity Fund's Goal?

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The foremost motive of the Musharaka Saudi Equity Fund is to gain revenue in the long run by making investments in equities that are Shariah-compliant.

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

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The expense ratio of the Musharaka Saudi Equity Fund is 1.08%. This value is demanded from investors for paying to fund managers.

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

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