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HomeTharwat IPO Fund

Tharwat IPO Fund

Latest Price NAV

USD
3.02
as of
31/Jul/23

Objective

The Fund will invest mainly in Sharia compliant Saudi companies’ IPOs and invest in Saudi companies that have been listed on the Saudi Stock Market (Tadawul) for Five years or less.

Key Facts

Launch Date :
10/Jan/16
Asset Type :
Base Currency :
Total Net Asset (USD M) :
0.62
Benchmark :
Tadawul All Share Index
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
N.A
Geographical Focus :
Saudi Arabia
Shariah Compliant
Shariah

Performance

3 Yrs Performance

8.02

5 Yrs Performance

3.24

10 Yrs Performance

N.A

Top Holdings

1.
ALAHLI REIT 1
3.78
%
2.
RIYAD REIT
2.24
%
3.
TALEEM REIT
1.95
%
4.
Al RAJHI REIT
1.32
%
5.
SGC
0.71
%
6.
ALJAZIRA REIT
0.67
%

Portfolio Composition

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
0.95

Initial Charges

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

Redemption Charges

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

Contact

Company Name:
Tharwat
Website :
http://www.tharwat.sa/