Riyad Saudi Equity Sharia Fund

  • No items found.
  • Rate
    4.90
SAR 14.2082
NAV (Feb 3, 2023)
+6.46%
NAV (Feb 3, 2023)
Historical NAV
6.46%
NAV (Feb 3, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
18.3%
YTD
6.48%
Last 3Y
59.4%
Last 3 months
-12.48%
Last 5Y
100.73%
CAGR Month 6

About Riyad Saudi Equity Sharia Fund

Investment Objective

Riyad Saudi Equity Shariah fund was established on 21st November 1996. Since then, the fund has turned out to be a preferable option for those investors who wish to accomplish their investment objectives by making an investment in regional joint stock firms of Saudi Arabia that are based on Shariah Laws.

This fund was designed with the aim of helping investors broaden their portfolio in the regional share market and provide excellent returns at affordable rates. The fund activities are taken care of by Riyad Capital company, a reputed asset management firm in the Middle East. The company provides out-of-the-box investment services to customers and helps them make wise investment decisions. 

The investment managers ensure to invest equities in regional corporations across various industries to gain profit in the long run. Not only this, they ensure to invest in such organizations that follow Islamic laws and are Shariah-compliant.

The managers working for this fund have set the management cost as 1.5%, which every investor must pay when investing in this fund. The fund’s valuation is done on Monday and Thursday, and the announcement is made on Sunday and Tuesday.

Expense Ratio
0.47%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
0
Subscription charges
1
Management fees
1.5
Leverage
0
Launched Date
2010/09/30

Fund Managers

Riyad Capital Company
Fund Manager

FAQs about Riyad Saudi Equity Sharia Fund

What Kind of Returns to expect from Riyad Saudi Equity Sharia Fund?

toggle arrow

When investing in Riyad Saudi Equity Sharia Fund, you can get a sound return on your investment over a more extended period.

How risky is the Riyad Saudi Equity Sharia Fund?

toggle arrow

Riyad Saudi Equity Sharia Fund is a high-risk fund. Hence, this fund has the capability to offer high returns when the investment is made for an extended period.

What is the minimum amount fixed to invest in the Riyad Saudi Equity Sharia Fund?

toggle arrow

The minimum amount fixed to invest in the Riyad Saudi Equity Sharia Fund is 5000 SAR. Investors can begin their investment path in Saudi Arabia with this worth, but they cannot invest less than the stated amount.

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

toggle arrow

The annual management fee of the Riyad Saudi Equity Sharia Fund is 1.5%. Investors must pay this worth to the money managers who use their expertise to handle their portfolios.

What is the Fund Type of Riyad Saudi Equity Sharia Fund?

toggle arrow

Riyad Saudi Equity Sharia Fund is an open-ended fund that states that fund is highly liquid and allows investors to enter and exit the fund anytime.

Who manages the Riyad Saudi Equity Sharia Fund?

toggle arrow

Riyad Saudi Equity Sharia Fund is successfully handled by Riyad Capital Company. The organization provides investors with several asset management services.

What is the Riyad Saudi Equity Sharia Fund's Goal?

toggle arrow

The major objective of Riyad Saudi Equity Sharia Fund is to help investors grow their capital by investing in Saudi Arabia organizations.

What is the expense ratio of the Riyad Saudi Equity Sharia Fund?

toggle arrow

The expense ratio of the Riyad Saudi Equity Sharia Fund is 0.471%. This ratio comprises several components, such as operating costs, brokerage costs, etc.

Investment Calculator

SAR 5000 per month
Over the past

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

Similar Funds to Riyad Saudi Equity Sharia Fund

SAR 91.9674
NAV
0.47%
EXPENSE RATIO
98.23%
Positive
RETURNS (5 Years)
SAR 16.6642
NAV
0.6%
EXPENSE RATIO
24.15%
Positive
RETURNS (5 Years)
USD 25.1006
NAV
0.08%
EXPENSE RATIO
6.29%
Positive
RETURNS (5 Years)
USD 10.7405
NAV
0.08%
EXPENSE RATIO
5.84%
Positive
RETURNS (5 Years)
USD 10.6578
NAV
0.11%
EXPENSE RATIO
6.44%
Positive
RETURNS (5 Years)
SAR 10.0459
NAV
0.51%
EXPENSE RATIO
36.55%
Positive
RETURNS (5 Years)
USD 12.1541
NAV
0.08%
EXPENSE RATIO
-7.22%
Negative
RETURNS (5 Years)
SAR 12.7196
NAV
0%
EXPENSE RATIO
N/A
Positive
RETURNS (5 Years)
SAR 31.4785
NAV
0.48%
EXPENSE RATIO
123.19%
Positive
RETURNS (5 Years)
SAR 14.2082
NAV
0.47%
EXPENSE RATIO
100.73%
Positive
RETURNS (5 Years)
SAR 37.4823
NAV
0.6%
EXPENSE RATIO
111.49%
Positive
RETURNS (5 Years)
Link copied to clipboard