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HomeRiyad Global Equity Sharia Fund

Riyad Global Equity Sharia Fund

Latest Price NAV

USD
31.04
as of
11/Sep/23

Objective

The fund aims to provide long-term capital growth within high risk by investing its assets in international stocks across different sectors and countries, within the criteria set by the Shariah Committee. The Fund investment strategy employs research tools and focuses on companies that enjoy strong fundamental factors and promising long-term growth. A number of criteria will be taken into account before allocating the assets, including the relative weights of the companies which constitutes the benchmark, risk requirements, market trends, economics and political conditions, in addition to fund’s objectives.

Key Facts

Launch Date :
17/May/99
Asset Type :
Base Currency :
Total Net Asset (USD M) :
19.01
Benchmark :
Dow Jones Islamic Market World CR
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
N.A
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-0.28

5 Yrs Performance

2.72

10 Yrs Performance

5.89

Top Holdings

1.
Microsoft
8.26
%
2.
Amazon.Com
4.18
%
3.
Meta Platforms
3.87
%
4.
Mastercard
3.47
%
5.
Nestle
3.2
%
6.
Samsung Electronics
3.19
%
7.
Relx
3.12
%
8.
Coca-Cola
2.97
%
9.
Cadence Design Systems
2.96
%
10.
Keyence
2.86
%

Portfolio Composition

1.
North America
67
%
2.
Europ Exp. Uk
16
%
3.
Japan
7
%
4.
United Kingdom
3
%
5.
Pacific Ex Japan
3
%
6.
Emerging Markets
2
%

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 :
N.A

Contact

Company Name:
Riyad Capital CJSC
Website :
www.riyadcapital.com