Al Jazira GCC Income Fund

  • No items found.
  • Rate
    4.90
221.971
NAV (Feb 15, 2024)
+5.26%
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NAV (Feb 15, 2024)
Historical NAV
%
NO DATA FOUND
  • 7D
  • 1M
  • 3M
  • YTD
  • 1Y
  • 3Y
  • 5Y
  • ALL
Fund Returns
Last 1Y
13.22%
YTD
11.14%
Last 3Y
57.18%
Last 3 months
0.78%
Last 5Y
52.33%
CAGR Month 6

About Al Jazira GCC Income Fund

Investment Objective

The Al Jazira GCC Income Fund is a well-known mutual fund in Saudi Arabia that makes investments in a diversified portfolio of fixed-income instruments issued by corporations and governments in the GCC region. Since its inception, the fund has become a go-to option for investors who want to try their luck in the mutual fund.

With a management cost of 1.50%, the fund demands a minimal amount from the investors for handling their client's portfolio. They are equipped with highly proficient fund managers who possess immense knowledge in this arena. They look for securities wisely for making an investment that offers great returns on investment. 

The fund is a well-managed, Shariah-compliant investment solution for anyone looking to get access to the expanding GCC fixed-income market. As the fund has set the minimum value for investment very low, it becomes accessible for both novice and seasoned investors. Anyone can plan their investment in this fund if looking to gain higher returns. However, they must remain invested for a longer period of time.

Expense Ratio
0.5%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Income and Growth
Risk Level
High
Minimum Subscription
5000
Subscription charges
2%
Management fees
1.5%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Aljazira Capital
Fund Manager

FAQs about Al Jazira GCC Income Fund

What kind of returns does Al Jazira GCC Income Fund offer?

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Al Jazira GCC Income Fund provides excellent returns on investment. Nevertheless, investors must take into account the fund's performance and other factors before investing.

How risky is the Al Jazira GCC Income Fund?

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Al Jazira GCC Income Fund is a high-risk fund. This implies that the fund is best suited for people who are ready and wish to take high risks.

What is the minimum amount that you need to invest in the Al Jazira GCC Income Fund?

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The minimum amount needed for investing in the Al Jazira GCC Income Fund is SAR 5000. This value ensures that the investment is cost-efficient for both parties.

What is the average Annual Management Fee of Al Jazira GCC Income Fund?

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The annual management cost of Al Jazira GCC Income Fund is 1.50%. Investors must ensure to enquire about this value from before so that they are well aware of how much they should pay from their profit.

What is the Fund Type of Al Jazira GCC Income Fund?

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Al Jazira GCC Income Fund is an open-ended fund that enables traders to keep track of the fund's performance without any hassle.

Who manages the Al Jazira GCC Income Fund?

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Al Jazira GCC Income Fund is managed by Aljazira Capital. The firm is known for offering extensive investment services at reasonable costs.

What is the Al Jazira GCC Income Fund's Goal?

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The primary objective of the Al Jazira GCC Income Fund is to gain capital appreciation in the long run by investing in Shariah-compliant securities.

What is the expense ratio of the Al Jazira GCC Income Fund?

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The expense ratio of the Al Jazira GCC Income Fund is 0.50%. This value is demanded by funds from investors on an annual basis.

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

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