Aljazira Asset Allocation Fund Conservative Strategy

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  • Rate
    4.90
135.674
NAV (Feb 13, 2024)
+6.01%
Arrow Up Green
NAV (Feb 13, 2024)
Historical NAV
%
NO DATA FOUND
  • 7D
  • 1M
  • 3M
  • YTD
  • 1Y
  • 3Y
  • 5Y
  • ALL
Fund Returns
Last 1Y
-5.54%
YTD
-5.82%
Last 3Y
4.64%
Last 3 months
-1.33%
Last 5Y
9.49%
CAGR Month 6

About Aljazira Asset Allocation Fund Conservative Strategy

Investment Objective

Aljazira Asset Allocation Fund Conservative Strategy is a widely recognized mutual fund in Saudi Arabia that has marked its position in the investor's list of low-risk funds. As this fund comes with low risk, it doesn't offer high returns but moderate returns. However, this fund is ideal for such investors who don't want to bear the market risk and don't wish to invest a considerable amount of their income in the market.

Managed by Al Jazira Capital, the fund demands a minimal amount from the investors for successfully handling their investment on their behalf. Investors just need to make the investment and leave the rest to fund managers. By paying this value, investors get access to fund managers' professional expertise and knowledge.

Because of the low minimum investment amount, the fund is accessible to both individuals and businesses. Investors can quickly analyze their expenses and risk appetite before moving ahead with the investment.

Expense Ratio
0.08%
Asset Class
Funds of Funds
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
Low
Minimum Subscription
500
Subscription charges
0%
Management fees
0.5%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Aljazira Capital
Fund Manager

FAQs about Aljazira Asset Allocation Fund Conservative Strategy

What Kind of Returns Does Aljazira Asset Allocation Fund Conservative Strategy?

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Aljazira Asset Allocation Fund Conservative Strategy is known for offering desirable returns to users. Nevertheless, they must make a decision about how much they want to invest.

How risky is the Aljazira Asset Allocation Fund Conservative Strategy?

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Aljazira Asset Allocation Fund Conservative Strategy is a low-risk fund. As a result, this fund doesn't put the investors at tremendous risk.

What is the minimum amount that you need to invest in the Aljazira Asset Allocation Fund Conservative Strategy?

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The minimum amount required for Aljazira Asset Allocation Fund Conservative Strategy is SAR 500. The fund has kept the minimum amount very low, which doesn't get hard on pockets.

What is the average Annual Management Fee of Aljazira Asset Allocation Fund Conservative Strategy?

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The annual management fee of Aljazira Asset Allocation Fund Conservative Strategy is 0.50%. This states that the fund demands some amount from your profit to pay to the fund manager.

What is the Fund Type of Aljazira Asset Allocation Fund Conservative Strategy?

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Aljazira Asset Allocation Fund Conservative Strategy is an open-ended fund that implies the fund units can be redeemed at any value.

Who manages the Aljazira Asset Allocation Fund Conservative Strategy?

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Aljazira Asset Allocation Fund Conservative Strategy is managed by Aljazira Capital. The firm is widely recognized for its exceptional investment services.

What is the Aljazira Asset Allocation Fund Conservative Strategy's Goal?

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The primary motive of the Aljazira Asset Allocation Fund Conservative Strategy is to gain revenue in the long run by investing in Sharia-compliant equities.

What is the expense ratio of the Aljazira Asset Allocation Fund Conservative Strategy?

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The expense ratio of the Aljazira Asset Allocation Fund Conservative Strategy is 0.08%. This implies that investors need to pay an annual charge to the fund.

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

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