24.033
NAV (Jun 6, 2023)
Historical NAV
%
NO DATA FOUND
- 7D
- 1M
- 3M
- YTD
- 1Y
- 3Y
- 5Y
- ALL
Fund Returns
Last 1Y
2.49%
YTD
4.16%
Last 3Y
37.84%
Last 3 months
0.63%
Last 5Y
65.28%
About Riyad Balanced Income Fund
Investment Objective
Since its inception on 15th March 2005, Riyad Balanced Income Fund has gained huge popularity in Saudi Arabia. All thanks to the returns it offers investors despite being a high-risk fund. However, it is essential for investors to remain invested for an extended period. Not only this, traders must keep an eye on the fund's performance on a regular basis.
By making investments in a mix of equities and fixed-income securities, the fund looks to deliver buyers both the benefits of capital appreciation and steady earnings. The fund's investment objective is to invest in a well-diversified portfolio of equities and fixed-income securities with the goal of generating a consistent income stream while simultaneously giving exposure to the potential for long-term capital growth.
To pick high-quality firms and fixed-income securities, the fund's investment team employs a rigorous, research-driven strategy that considers criteria such as financial performance, industry trends, and competitive position.
Expense Ratio
0%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
5000
Subscription charges
1%
Management fees
1.25%
Leverage
0%
Launched Date
2010/09/30
Fund Managers
Riyad Capital
Fund Manager
FAQs about Riyad Balanced Income Fund
What kind of returns does Riyad Balanced Income Fund offer?
Riyad Balanced Income Fund offers outstanding yields to people investing in this fund. However, they must check the fund's performance before investing.
How risky is the Riyad Balanced Income Fund?
Riyad Balanced Income Fund is a high-risk fund. This states that the fund is an ideal investment option for people with high-risk appetites.
What is the minimum amount that you need to invest in the Riyad Balanced Income Fund?
The minimum amount required for investing in the Riyad Balanced Income Fund is SAR 5000. This amount is finalized by the investment managers by considering several factors.
What is the annual management fee of Riyad Balanced Income Fund?
The annual management cost of the Riyad Balanced Income Fund is 1.25%. This value is taken from investors to pay to fund managers.
What is the Fund Type of Riyad Balanced Income Fund?
Riyad Balanced Income Fund is an open-ended fund that implies that investors can buy the units of the fund without any limitation.
Who manages the Riyad Balanced Income Fund?
Riyad Balanced Income Fund is managed by Riyad Capital. The firm is recognized for offering unique investment services in the region
What is the Riyad Balanced Income Fund's Goal?
The fundamental goal of the Riyad Balanced Income Fund is to gain capital appreciation via a portfolio of equities and Islamic income instruments.
What is the expense ratio of the Riyad Balanced Income Fund?
The expense ratio of the Riyad Balanced Income Fund is 0.35%. This amount is charged on an annual basis from the trader's profit.
Investment Calculator
SAR 5000 per month
Over the past
- Total Investment of (SAR)0
Would have become (SAR)
0 (0%)
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Headquarters: Airport RD, Ground Floor, Levels 1 Building S4, Riyadh, Saudi Arabia 11681, SA
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