Jadwa Saudi Equity Fund Class C

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  • Rate
    4.90
418.909
NAV (Feb 14, 2024)
+45.15%
Arrow Up Green
NAV (Feb 14, 2024)
Historical NAV
%
NO DATA FOUND
  • 7D
  • 1M
  • 3M
  • YTD
  • 1Y
  • 3Y
  • 5Y
  • ALL
Fund Returns
Last 1Y
4.15%
YTD
4.14%
Last 3Y
85.01%
Last 3 months
0.61%
Last 5Y
140.85%
CAGR Month 6

About Jadwa Saudi Equity Fund Class C

Investment Objective

Jadwa Saudi Equity Fund Class C is a reputed mutual fund in Saudi Arabia with high risk. Investors must assess their risk tolerance and budget before planning to invest in this fund. This is because though it offers high returns, investors must plan their investment for a longer tenure. If the investment is made for a shorter term, they may have to face losses.

The minimum amount set for the investment is SAR 1000. This implies that investors cannot invest any amount less than this. They must start their investment above this amount. However, they can decide whether they want to invest in SIP or opt for a lumpsum investment.

Being managed by Jadwa Investment, the fund ensures to exceed its benchmark set when it comes to earning income. The fund managers use their years of expertise and wisely select such Shariah-compliant securities that give great profit in the longer timeframe. However, they do charge some amount for offering their expert services.

Expense Ratio
0.33%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
1000
Subscription charges
3%
Management fees
0.98%
Leverage
0%
Launched Date
2010/09/30

Fund Managers

Jadwa Investment
Fund Manager

FAQs about Jadwa Saudi Equity Fund Class C

What kind of returns does Jadwa Saudi Equity Fund Class C?

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Jadwa Saudi Equity Fund Class C offers a return of 29.28% YTD in the Middle East. However, it is advisable for investors to invest for a considerable period of time.

How risky is the Jadwa Saudi Equity Fund Class C?

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Jadwa Saudi Equity Fund Class C is a high-risk fund that requires investors to assess their risk-tolerance level before moving ahead with the investment.

What minimum amount do you need to invest in the Jadwa Saudi Equity Fund Class C?

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The minimum amount required for investing in the Jadwa Saudi Equity Fund Class C is SAR 1000. This amount is decided by the fund managers by considering several factors.

What is the average Annual Management Fee of Jadwa Saudi Equity Fund Class C?

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The annual management cost of Jadwa Saudi Equity Fund Class C is 0.98%. This amount covers the cost involved with handling a portfolio like fund operations and others.

What is the Fund Type of Jadwa Saudi Equity Fund Class C?

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Jadwa Saudi Equity Fund Class C is an open-ended fund. Unlike close-ended funds, this fund allows investors to enter and exit the fund without restrictions.

Who manages the Jadwa Saudi Equity Fund Class C?

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Jadwa Saudi Equity Fund Class C is handled by Jadwa Investment. It is a well-known advisory firm in Saudi Arabia and has spread its business all across the nation.

What is the Jadwa Saudi Equity Fund Class C Fund's Goal?

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The primary goal of Jadwa Saudi Equity Fund Class C is to offer investors earn income in the long run by investing in Saudi Equity funds.

What is the expense ratio of the Jadwa Saudi Equity Fund Class C?

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The expense ratio of the Jadwa Saudi Equity Fund Class C is 0.33%. This is the cost that investors must pay to fund 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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