About Alinma Multi-Assets Balanced Fund for Monthly Distributions
Alinma Multi-Assets Balanced Fund for Monthly Distributions is an investment fund profile on SNDUK. This page explains Alinma Multi-Assets Balanced Fund for Monthly Distributions performance, key fund facts, and investment strategy for investors comparing funds in Saudi Arabia.
Alinma Multi-Assets Balanced Fund for Monthly Distributions is managed by Alinma Capital. Fund type: multi_asset. Fund code: IMB. Assets under management: 28226272. Minimum investment: 1 ريال. Inception date: 4/6/2013.
Alinma Multi-Assets Balanced Fund for Monthly Distributions is an open-ended, Shariah-compliant public investment fund managed by Alinma Investment. It focuses on balancing its investments between equities and fixed-income instruments, with the ability to invest in Murabaha, structured products, Sukuk, and funds, with the aim of achieving optimal asset allocation and reducing the negative effects on the Fund's returns.
The Fund is committed to ensuring that its investment in equities does not exceed 50% of its assets, with an offsetting exposure to lower-risk instruments (Murabaha and Sukuk) to neutralize the impact of stock market fluctuations on the overall return, alongside a monthly distribution policy approved on the fifteenth of each calendar month. It is intended for investors with the ability to tolerate a medium to high level of risk.
The Fund Manager adopts an active management approach based on fundamental analysis of the economy, then the sector, then the company, with a quarterly review of the investment universe to ensure that companies comply with the guidelines of the Shariah Supervisory Committee.
As for the Fund's benchmark, it is a composite internal index consisting of 50% of the Alinma Saudi Equity Shariah-Compliant Index, provided by Ideal Ratings, and 50% of the one-month Saudi Arabian Interbank Bid Rate (SAIBID 1 Month).
Alinma Multi-Assets Balanced Fund for Monthly Distributions fund details
Alinma Multi-Assets Balanced Fund for Monthly Distributions is managed by Alinma Capital. The asset manager oversees portfolio decisions and fund operations for Alinma Multi-Assets Balanced Fund for Monthly Distributions.
Alinma Multi-Assets Balanced Fund for Monthly Distributions is classified as a multi_asset fund, which shapes its risk profile and investment universe.
Investors can identify Alinma Multi-Assets Balanced Fund for Monthly Distributions in market data using fund code IMB.
Alinma Multi-Assets Balanced Fund for Monthly Distributions reports assets under management of 28226272.
The minimum investment amount to participate in Alinma Multi-Assets Balanced Fund for Monthly Distributions is 1 ريال.
Alinma Multi-Assets Balanced Fund for Monthly Distributions was launched on 4/6/2013, giving investors a track record to evaluate long-term performance.
Alinma Multi-Assets Balanced Fund for Monthly Distributions performance summary
Return over 1 week: -1.2329%. Return over 1 month: +1.0441%. Return over 3 months: -0.2165%. Return over 6 months: -0.0331%. Return over 1 year: -5.1546%. Return over since inception: +100.4681%.
Use this SNDUK fund page to review Alinma Multi-Assets Balanced Fund for Monthly Distributions returns, manager details, and strategy before investing.
SNDUK publishes Alinma Multi-Assets Balanced Fund for Monthly Distributions data to help investors compare investment funds in Saudi Arabia with transparent performance and fund information.
