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HomeMEFIC Saudi Equity Freestyle Fund

MEFIC Saudi Equity Freestyle Fund

Latest Price NAV

USD
60.97
as of
4/Sep/23

Objective

The Fund is an open-ended investment fund which aims to achieve capital growth over the long term through investing primarily in stocks of Shariah compliant companies that are listed on the Saudi Stock Exchange.

Key Facts

Launch Date :
31/Dec/17
Asset Type :
Base Currency :
Total Net Asset (USD M) :
1.36
Benchmark :
S&P Saudi Arabia Shariah CR
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
N.A
Geographical Focus :
Saudi Arabia
Shariah Compliant
Shariah

Performance

3 Yrs Performance

17.61

5 Yrs Performance

15.13

10 Yrs Performance

N.A

Top Holdings

1.
Al Rajhi Bank
13.47
%
2.
Elm Co.
9.67
%
3.
Saudi Arabian Oil Co.
8.61
%
4.
Alinma Bank
7.7
%
5.
Sabic Agri‐Nutrients
7.68
%
6.
Saudi Telecom
7.19
%
7.
Bank Aljazira
5.89
%
8.
Saudi Aramco Base Oil Co.
5.3
%
9.
Saudi Arabian Mining Company
5.05
%
10.
Bank Albilad
4.77
%

Portfolio Composition

1.
Kingdome Of Saudi Arabia
100
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.75

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
2
Actual Charge :
N.A

Redemption Charges

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

Contact

Company Name:
MEFIC
Website :
www.mefic.com.sa