Osool & Bakheet Parallel Market Equity Trading Fund

  • No items found.
  • Rate
    4.90
SAR 3.9682
NAV (Feb 2, 2023)
-12.22%
NAV (Feb 2, 2023)
Historical NAV
-12.22%
NAV (Feb 2, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
-5.72%
YTD
-12.22%
Last 3Y
227.96%
Last 3 months
-13.15%
Last 5Y
%
CAGR Month 6

About Osool & Bakheet Parallel Market Equity Trading Fund

Investment Objective

Osool & Bakheet Parallel Market Equity Trading Fund is said to be an open-ended mutual fund that invests in Saudi "Nomu - Parallel Market" enterprises. Furthermore, the portfolio manager is permitted to trade up to 75 percent of the fund's net asset value in stocks of small and medium-sized enterprises registered on the primary business.

Furthermore, the fund may invest in shares of registered public funds authorized by the Saudi Capital Market Authority (comprising the funds handled by the fund manager). Besides the possibility to spend available money in Saudi Riyal term deposits in licensed Saudi banks, where every transaction must be Shariah-compliant and certified by the fund's Shariah board.

The significant advantage of this fund is that it provides the investors with an exceptional team who possess expertise in asset management and underlying stock evaluation. Every fund investment is compliant with Shariah principles established by the Shariah board of the fund. Moreover, the fund eliminates unwanted risks.

Once you subscribe to this fund, rest assured to get the periodic reports. One of the primary goals of Osool & Bakheet Investment Company (OBIC) is to raise shareholder knowledge by describing OBIC's approach in a straightforward and consistent way. Still want to know more about the fund's performance or search for the right platform to make your investment, Nakla is your right bet.

Expense Ratio
0.32%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
0
Subscription charges
0
Management fees
2
Leverage
1
Launched Date
2010/09/30

Fund Managers

Osool and Bakheet Investment Company
Fund Manager

FAQs about Osool & Bakheet Parallel Market Equity Trading Fund

What Kind of Returns does Osool & Bakheet Parallel Market Equity Trading Fund Provide?

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Osool & Bakheet Parallel Market Equity Trading Fund has existed since 2017, and the return it offers is 42.41% YTD.

How risky is the Osool & Bakheet Parallel Market Equity Trading Fund?

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Osool & Bakheet Parallel Market Equity Trading Fund is a high-risk fund. Hence, plan to invest in this fund only when your risk appetite is high, and you plan to invest for the long term.

What minimum amount is required to invest in the Osool & Bakheet Parallel Market Equity Trading Fund?

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The minimum amount you need to keep ready when planning to invest in the Osool & Bakheet Parallel Market Equity Trading fund is SAR 10,000. This indicates that traders cannot invest or purchase whatever quantity they desire; they must spend or buy at least a reasonable cost.

What is the average Annual Management Fee of the Osool & Bakheet Parallel Market Equity Trading Fund?

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The average annual management fee of the Osool & Bakheet Parallel Market Equity Trading fund is 2.00 percent. This charge is frequently calculated as a percentage of the securities. The cost may include a set of monetary investment management charges.

What is the Fund Type of Osool & Bakheet Parallel Market Equity Trading Fund?

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Osool & Bakheet Parallel Market Equity Trading Fund is an open-ended fund. This means that the fund comprises pooled assets and allows for continuous new contributions and distributions from pool users.

Who manages the Osool & Bakheet Parallel Market Equity Trading Fund?

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Osool and Bakheet Investment Company handle Osool & Bakheet Parallel Market Equity Trading Fund. The firm is currently registered on the Saudi Stock Exchange - Tadawul.

What is the Osool & Bakheet Parallel Market Equity Trading fund's goal?

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The fund's primary aim is to optimize capital through expanding capital and attaining an absolute return over time.

What is the expense ratio of the Osool & Bakheet Parallel Market Equity Trading Fund?

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The expense ratio of the Osool & Bakheet Parallel Market Equity Trading Fund is 0.32%. This is the proportion that a customer must pay the investment firm to handle their money. The fund's management fees and operational costs are highlighted in the ratio.

Investment Calculator

SAR 5000 per month
Over the past

Total Investment of (SAR) 0
Would have become (SAR)
0 (0%)

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