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HomeYaqeen Saudi Equity Fund

Yaqeen Saudi Equity Fund

Latest Price NAV

USD
1.18
as of
12/Sep/23

Objective

The investment fund objectives of the fund are to provide long-term capital appreciation and growth. This fund offers investors the ability to participate in the growth opportunities offered by the Saudi Arabian economy. To achieve the its objectives, the fund manager employs an active investment strategy and invests directly in equity securities that are Shariah-compliant and listed on the Tadawul in Saudi Arabia.

Key Facts

Launch Date :
22/Apr/07
Asset Type :
Base Currency :
Total Net Asset (USD M) :
47.49
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

22.90

5 Yrs Performance

19.91

10 Yrs Performance

9.31

Top Holdings

1.
Alrajhi
14.5
%
2.
STC
6.9
%
3.
Alinma
5.9
%
4.
Elm
3.6
%
5.
Seera
3.3
%
6.
Solutions
3.3
%
7.
Cenomi Centers
3.1
%
8.
Budget Saudi
3
%
9.
Yscc
2.9
%
10.
Saudi Aramco
2.9
%

Portfolio Composition

1.
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 :
N.A
Actual Charge :
1.5

Redemption Charges

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

Contact

Company Name:
Falcom Financial
Website :
www.falcom.com.sa