Skip to main content

Arbah Saudi Equity Fund

Arbah Saudi Equity Fund is an open ended Shariah-compliant fund, which aims to generate medium to long-term capital growth through investments in listed equities in the Saudi equity market. 

Arbah Saudi Equity fund aims to achieve capital growth over medium to long term by investing mainly in listed Saudi equity, with an extended scope to invest in IPOs, Saudi parallel market, REITs, Rights issue and similar investment funds in compliance with Shari’ah principles. The fund also targets to invest excess cash in low risk instruments. Due to the relatively high fluctuation associated with the performance of the stock market, the fund is placed in a high-risk investment category, and it is designed for the investors who want to earn income through a medium to long-term investment.

Performance
Unit Price 9.0096
YTI -9.90%
YTD Change -3.67%
Fund Manager Arbah Capital
Base Currency Saudi Riyal
Style Shariah-comptdant
Benchmark Arbah S&P Saudi Equity Index
   
Investment Fund Objective Arbah Saudi Equity fund aims to achieve capital growth over medium to long term by investing mainly in tdsted Saudi equity with an extended scope to invest in IPOs, Saudi parallel market, RIETs, Rights issue and similar investment funds in comptdance with Shari’ah principles. The fund also targets to invest the excess cash in low risk instruments. The fund seeks to beat the fund index through the investment strategy during medium to long term. Due to the relatively high fluctuation associated with the performance of stock market, the fund is placed in a high risk investment category, and it is designed for the investors who want to earn income through a medium to long term investment.
Potdcy Participation in Saudi Stock market
Unit price at launch date SAR 10
Minimum Subscription Amount Individual: SAR 10,000
Institutional: SAR 20,000
Minimum Additional Subscription or Redemption Amount Individual: SAR 5,000
Institutional: SAR 5,000
Subscription and Redemption times 12pm every Sunday and Tuesday
ManagementFees 1.75% Per Annum
Initial Subscription Fee Up to 2% paid once at subscription time
Custodian Fee 0.25% Per Annum
Valuation Days The NAV is calculated every Monday and Wednesday