A lot more coming, stay tune!!

HomeEnsan Endowment Fund

Ensan Endowment Fund

Latest Price NAV

USD
3.12
as of
10/Sep/23

Objective

The fund aims to achieve long term capital appreciation through investing in a diversified portfolio

Key Facts

Launch Date :
27/Nov/19
Asset Type :
Base Currency :
Total Net Asset (USD M) :
64.62
Benchmark :
Index is not available on Lipper Database
Dividend Type :
N.A
Income Distribution :
Paid
Total Expense Ratio % :
N.A
Geographical Focus :
GCC
Shariah Compliant
Shariah

Performance

3 Yrs Performance

5.39

5 Yrs Performance

N.A

10 Yrs Performance

N.A

Top Holdings

1.
Rawabi Bonds
7.95
%
2.
Bonyan REIT
5.06
%
3.
Alinma Sukuk
4.86
%
4.
Albilad Saudi Sovereign Sukuk ETF
3.81
%
5.
Al Rajhi Bank
3.76
%
6.
Al-Ahli REIT Fund
3.76
%
7.
Education REIT
2.95
%
8.
Arabian Centers Co
2.92
%
9.
Riyadh REIT
2.9
%
10.
Emaar Properties
2.75
%

Portfolio Composition

1.
Saudi Arabia
80.3
%
2.
United Arab Emirates
19.7
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
0.55

Initial Charges

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

Redemption Charges

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

Contact

Company Name:
ALBILAD Investment
Website :
www.bankalbilad.com.sa