About SAB Invest Saudi Equity Fund
SAB Invest Saudi Equity Fund is an investment fund profile on SNDUK. This page explains SAB Invest Saudi Equity Fund performance, key fund facts, and investment strategy for investors comparing funds in Saudi Arabia.
SAB Invest Saudi Equity Fund is managed by SAB Invest. Fund type: equity. Fund code: SSE. Assets under management: 134038896. Minimum investment: 10 ريال. Inception date: 12/12/1992.
SAB Invest Saudi Equity Fund aims to achieve long-term capital growth by investing primarily in shares of companies listed on the Saudi stock market. It is an open-ended public investment fund classified under the Equity Funds category, managed by SAB Invest, and classified as a high-risk fund.
The fund focuses on a selection of Saudi companies’ shares, with the possibility of investing in rights issues, initial public offerings, exchange-traded funds (ETFs), and real estate investment trusts (REITs) listed on the Main Market and the Parallel Market. According to the terms and conditions, investments in shares of companies listed on the Saudi market range from 90% to 100% of the fund’s assets, while up to 10% may be allocated to cash and money market transactions or funds, and up to 10% to other investment funds with similar objectives or strategies.
The fund manager adopts an active investment strategy, selecting stocks based on an analysis of companies’ fundamentals and their potential for capital growth, while continuously reviewing investment weightings. The allocation to individual securities is primarily based on their weights in the benchmark index, with the possibility of investing in other securities within the markets permitted under the terms and conditions.
Under exceptional circumstances, if the fund manager considers the valuations of Saudi companies to be unsuitable, up to 100% of the fund’s assets may be held in cash or in money market transactions or funds, in accordance with the terms and conditions.
The fund measures its performance against the S&P Saudi Arabia Domestic Total Return Index, provided by S&P Dow Jones Indices.
The fund has two dealing days per week: requests are submitted on Sunday for Monday valuation, and on Tuesday for Wednesday valuation. The deadline for receiving requests is 4:30 PM Saudi Arabia time on the designated submission day for each cycle. Redemption proceeds are paid before the end of the second business day following the applicable valuation day.
SAB Invest Saudi Equity Fund fund details
SAB Invest Saudi Equity Fund is managed by SAB Invest. The asset manager oversees portfolio decisions and fund operations for SAB Invest Saudi Equity Fund.
SAB Invest Saudi Equity Fund is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify SAB Invest Saudi Equity Fund in market data using fund code SSE.
SAB Invest Saudi Equity Fund reports assets under management of 134038896.
The minimum investment amount to participate in SAB Invest Saudi Equity Fund is 10 ريال.
SAB Invest Saudi Equity Fund was launched on 12/12/1992, giving investors a track record to evaluate long-term performance.
SAB Invest Saudi Equity Fund performance summary
Return over 1 week: -2.1932%. Return over 1 month: -5.4084%. Return over 3 months: -3.5719%. Return over 6 months: -11.0139%. Return over 1 year: -13.5029%. Return over since inception: +2182.8239%.
Use this SNDUK fund page to review SAB Invest Saudi Equity Fund returns, manager details, and strategy before investing.
SNDUK publishes SAB Invest Saudi Equity Fund data to help investors compare investment funds in Saudi Arabia with transparent performance and fund information.
