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HomeAlkhair Capital Sukuk Plus Fund

Alkhair Capital Sukuk Plus Fund

Latest Price NAV

USD
118.14
as of
5/Sep/23

Objective

The fund objective is to provide a medium to long term capital appreciation and income distribution returns by investing in a portfolio of Shariah compliant income producing investments and securities.

Key Facts

Launch Date :
1/Jun/14
Asset Type :
Base Currency :
Total Net Asset (USD M) :
2.51
Benchmark :
SAIBOR 3 Months
Dividend Type :
N.A
Income Distribution :
Paid
Total Expense Ratio % :
N.A
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

1.05

5 Yrs Performance

2.26

10 Yrs Performance

N.A

Top Holdings

1.
Al-Khair Capital (Dubai) LTD (murabaha)
21.86
%
2.
DAMACR 6 04/20/22
8.13
%
3.
KSA Sukuk Ltd.
8.04
%
4.
OMANGS 4.397 06/01/24
8.02
%
5.
Emaar Malls, 2024
8.01
%
6.
Emirates Islamic Bank
8
%
7.
BHRAIN 5 03/20/25
7.92
%
8.
DARALA 6 03/21/23
7.92
%
9.
BHRAIN 4 03/30/27
7.91
%
10.
Mazoon 5.2% 11/08/2027
6.09
%

Portfolio Composition

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
0.75

Initial Charges

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

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
1
Actual Charge :
N.A

Contact

Company Name:
Alkhair Capital
Website :
www.alkhaircapital.com.sa