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HomeAlawwal Saudi Equity Fund

Alawwal Saudi Equity Fund

Latest Price NAV

USD
10.52
as of
12/Sep/23

Objective

The fund’s objective is to provide long-term capital appreciation and growth. The Fund invests in listed equity securities that comply with Shariah-guidelines and form part of tadawul all share index.

Key Facts

Launch Date :
14/Sep/09
Asset Type :
Base Currency :
Total Net Asset (USD M) :
1.14
Benchmark :
Index is not available on Lipper Database
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
N.A
Geographical Focus :
Saudi Arabia
Shariah Compliant
Shariah

Performance

3 Yrs Performance

33.24

5 Yrs Performance

20.39

10 Yrs Performance

11.34

Top Holdings

1.
Sipchem
2.
Yanbu Cement
3.
Riyadh Cables Group
4.
Cisco
5.
First Milling Company SJSC
6.
Al Jazeera
7.
Al Rajhi

Portfolio Composition

1.
Saudi Arabia
88.71
%
2.
Cash
11.29
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.5

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
N.A
Actual Charge :
0.5

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
N.A

Contact

Company Name:
Alawwal
Website :
www.alawwalcapital.com