Al-Mubarak Saudi Equity Fund

  • No items found.
  • Rate
    4.90
256.361
NAV (Feb 16, 2024)
+40.33%
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NAV (Feb 16, 2024)
Historical NAV
%
NO DATA FOUND
  • 7D
  • 1M
  • 3M
  • YTD
  • 1Y
  • 3Y
  • 5Y
  • ALL
Fund Returns
Last 1Y
10.03%
YTD
9.97%
Last 3Y
69.91%
Last 3 months
-0.4%
Last 5Y
94.43%
CAGR Month 6

About Al-Mubarak Saudi Equity Fund

Investment Objective

Since its inception, Al Mubarak Saudi Equity Fund has been a popular equity fund in Saudi Arabia. It has managed to stay on top of investors' lists when it comes to investing in equity funds. Being high-risk in nature, this fund needs investors to remain highly attentive while making investment decisions.

Investors must keep a check on the fund's performance throughout their investment tenure. They must be prepared for any losses if it ever happens, especially if they invest for a shorter time frame. Hence, to gain huge profits, investors should ensure to invest for a more extended period of time. However, before investing, they must take into account the objectives as to why they are investing and whether it matches their investment goals. 

With management fees of 1.75%, this mutual fund demands a legitimate amount for making the payments to fund managers who handle the complete transactions on behalf of the investors. These managers possess immense knowledge and experience in this field and ensure to make an investment in such equities that offer profit.

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 Saudi Equity Fund

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

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Al Mubarak Saudi Equity Fund offers exceptional returns on investments made by people. However, it's crucial to invest for an extended period of time.

How risky is the Al Mubarak Saudi Equity Fund?

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Al Mubarak Saudi Equity Fund is a high-risk investment. This requires the investors to keep track of the fund's performance on a regular basis.

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

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The minimum amount you must have to invest in the Al Mubarak Saudi Equity Fund is SAR 7500. Hence, you can begin with a moderate cost and later on the increase as per your income increases.

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

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The Annual Management Fee of Al Mubarak Saudi Equity Fund is 1.75%. This amount is paid to investment managers who can help investors allocate risk or offer customized investment advice.

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

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Al Mubarak Saudi Equity Fund is an open-ended fund. This implies that the fund is highly liquid and enables investors to purchase and redeem units.

Who manages the Al Mubarak Saudi Equity Fund?

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Al Mubarak Saudi Equity Fund is managed by Arab National Investment Company. The organization is recognized for offering outstanding unique asset management services.

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

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Al Mubarak Saudi Equity Fund's objective is to increase its revenue by investing in stocks that are as per Shariah guidelines.

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

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The expense ratio of the Al Mubarak Saudi Equity Fund is 0.54%. This amount is used to make payments to investment managers.

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

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