Saudi Financial Equity fund

  • No items found.
  • Rate
    4.90
SAR 76.3537
NAV (Jan 29, 2023)
+11.23%
NAV (Jan 29, 2023)
Historical NAV
11.23%
NAV (Jan 29, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
26.84%
YTD
11.72%
Last 3Y
42.04%
Last 3 months
-8.84%
Last 5Y
120.66%
CAGR Month 6

About Saudi Financial Equity fund

Investment Objective

Alawwal Saudi Financial Equity fund is an equity mutual fund scheme from Alawwal Capitals. This scheme was launched on 22nd July 1995 and is currently handled by its fund manager Alawwal Invest. 

Based in the Kingdom of Saudi Arabia, these funds are perfect for investors with superior awareness of macrotrends who wish to make targeted bets for greater returns than other Equity funds. Simultaneously, these investors should be prepared for medium to significant losses in their holdings, even if the broader market is functioning well.

This Saudi Financial Equity fund adopts an active investing approach, picking assets that it thinks will increase in value depending on an industry analysis or the predicted return or growth of particular stocks. The fund manager ensures to invest in securities that yield high returns and help investors make more on their investment.

However, when you are in a dilemma about the fund's performance in the stock market, you can refer to Nakla and its extensive database that covers 500 mutual funds. Investors get the advantage of viewing the data about the fund in detail on our platform and then making an informed decision. Also, we showcase the fund's yearly performance graph to give investors a clear picture.

Expense Ratio
0.58%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
NO
Fund Objective
Growth
Risk Level
High
Minimum Subscription
0
Subscription charges
1.5
Management fees
1.95
Leverage
0
Launched Date
2010/09/30

Fund Managers

Alawwal Invest
Fund Manager

FAQs about Saudi Financial Equity fund

What Kind of Returns does Saudi Financial Equity Fund Provide?

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Saudi Financial Equity fund has been in existence since 22nd July 1995, and hence, the return offered by this fund is 9.45% YTD.

How risky is the Saudi Financial Equity Fund?

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The risk level of the Saudi Financial Equity fund is high. Hence, investors who are ready to bear the consequences, whether good or bad, can make an investment in this fund.

What is the minimum amount you need to invest in the Saudi Financial Equity Fund?

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You need to keep an amount of at least SAR 5000 when you plan to invest in the Saudi Equity fund.

What is the Average Annual Management Fee of the Saudi Financial Equity Fund?

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The average annual management fee of the Saudi Financial Equity Fund is 1.95%. This fee is often assessed as a percentage of the fund's assets. Charges may also comprise a fixed monetary investment management charge.

What is the Fund Type of the Saudi Financial Equity Fund?

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The fund type of the Saudi Financial Equity Fund is an open-ended fund. This means they have no defined maturity term and are suitable for clients on a routine basis for membership and redemption across the New Fund Offer period and much afterward.

Who manages the Saudi Financial Equity Fund?

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Alawwal Invest manages the Saudi Financial Equity fund. The fund manager is based out of Saudi Arabia and makes wise investment decisions.

What is the Saudi Financial Equity fund's goal?

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Saudi Financial Equity fund's goal is to generate capital appreciation and development over the long run. The fund invests in listed equities assets that adhere to Shariah principles and are included in the tadawul all-share index.

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

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The expense ratio of the Saudi Financial Equity fund is 0.58%. This is calculated as the proportion of the investment in the concerned fund.

Investment Calculator

SAR 5000 per month
Over the past

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

Funds Similar to Saudi Financial Equity fund

SAR 21.0961
NAV
0.78%
EXPENSE RATIO
69.75%
Positive
RETURNS (5 Years)
SAR 76.3537
NAV
0.58%
EXPENSE RATIO
120.66%
Positive
RETURNS (5 Years)
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