Al-Mubarak Pure Saudi Equity Fund

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  • Rate
    4.90
21.8866
NAV (Feb 15, 2024)
+36.84%
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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
17.77%
YTD
16.31%
Last 3Y
90%
Last 3 months
2.2%
Last 5Y
128.83%
CAGR Month 6

About Al-Mubarak Pure Saudi Equity Fund

Investment Objective

Al Mubarak Pure Saudi Equity Fund was established on 25th October 2005. The fund’s operations are managed by Arab National Investment Company. The fund has gained huge popularity among investors in Saudi Arabia as it offers excellent investment returns. However, it's essential to make the investment for a longer tenure to gain your desired returns.

Being a high-risk fund requires investors to keep track of the fund's performance and stay updated with the latest market trends. This fund is ideal for such investors who are ready to expose their portfolios in the high-risk market. However, they must keep a balanced portfolio via parallel investment. This will assist in keeping balanced odds ratios in the portfolio while also ensuring diversity.

The fund's motive is to gain capital appreciation in the long timeframe by investing in a broad portfolio of Sharia-compliant equities comprising Murabaha payments. The fund's valuation is done on Sunday and Wednesday. Anyone interested in making investments in this fund can start with a minimum value of SAR 7500.

Expense Ratio
0%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
7500
Subscription charges
0%
Management fees
1.75%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

ANB Capital
Fund Manager

FAQs about Al-Mubarak Pure Saudi Equity Fund

What Kind of Returns does Al Mubarak Pure Saudi Equity Fund have?

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Al Mubarak Pure Saudi Equity Fund is known for offering exceptional returns on investment. Nevertheless, investors must be ready for any loss if incurred.

What is the risk associated with this Al Mubarak Pure Saudi Equity Fund?

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Al Mubarak Pure Saudi Equity Fund is a high-risk equity fund. This implies that investors must analyze the fund before investing.

What is the minimum amount that you need to invest in the Al Mubarak Pure Saudi Equity Fund?

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The minimum amount required for investing in the Al Mubarak Pure Saudi Equity Fund is SAR 7500. This value is decided by the fund managers to meet several operating expenses.

What is the average Annual Management Fee of Al Mubarak Pure Saudi Equity Fund?

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The annual management fee of Al Mubarak Pure Saudi Equity Fund is 1.75%. This amount is used to make payments to fund managers who work on the client's behalf.

What is the Fund Type of Al Mubarak Pure Saudi Equity Fund?

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Al Mubarak Pure Saudi Equity Fund is an open-ended fund that allows people to purchase units of the fund as per their will.

Who manages the Al Mubarak Pure Saudi Equity Fund?

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Al Mubarak Pure Saudi Equity Fund is managed by the Arab National Investment Company. The company strives hard to meet investors' requirements.

What is the Al Mubarak Pure Saudi Equity Fund's Goal?

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The primary objective of the Al Mubarak Pure Saudi Equity Fund is to grow income in the long run by investing in pure Shariah-compliant securities comprising Murabaha payments.

What is the expense ratio of the Al Mubarak Pure Saudi Equity Fund?

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The expense ratio of the Al Mubarak Pure Saudi Equity Fund is 0.53%. This amount is used to cover several expenses of the fund.

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

Al-Mubarak Pure Saudi Equity Fund

23.775
NAV
0%
EXPENSE RATIO
9.08%
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RETURNS (5 Years)
235.172
NAV
0%
EXPENSE RATIO
89.88%
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RETURNS (5 Years)
250.532
NAV
0%
EXPENSE RATIO
94.43%
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RETURNS (5 Years)
8.9603
NAV
0%
EXPENSE RATIO
N/A
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RETURNS (5 Years)
28.249
NAV
0%
EXPENSE RATIO
39.76%
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RETURNS (5 Years)
20.4306
NAV
0%
EXPENSE RATIO
44.75%
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RETURNS (5 Years)
20.6806
NAV
0%
EXPENSE RATIO
5.96%
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RETURNS (5 Years)
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