About SNB Capital SAR Multi-Asset Moderate Fund
SNB Capital SAR Multi-Asset Moderate Fund is an investment fund profile on SNDUK. This page explains SNB Capital SAR Multi-Asset Moderate Fund performance, key fund facts, and investment strategy for investors comparing funds in Saudi Arabia.
SNB Capital SAR Multi-Asset Moderate Fund is managed by SNB Capital. Fund type: multi_asset. Fund code: MSM. Assets under management: 242782960. Minimum investment: 100 ريال. Inception date: 2/18/2024.
SNB Capital SAR Multi-Asset Moderate Fund is an open-ended public multi-asset investment fund of funds, compliant with Shariah guidelines. The Fund operates under a fund-of-funds structure, whereby it primarily invests in units of other investment funds rather than investing directly in securities, providing exposure to a variety of asset classes through a single portfolio.
The Fund seeks to achieve a balance between capital growth and capital preservation over the medium to long term by allocating its investments across a diversified portfolio of funds covering equities, money market instruments, Sukuk, gold, in addition to other investment categories. The Fund is classified as a medium-risk fund.
The Fund offers flexibility in allocating its assets across different investment categories, with investments in cash ranging from 0% to 5%, money market funds from 10% to 60%, Sukuk and debt instrument funds from 5% to 25%, listed equity funds from 35% to 65%, gold investment funds from 0% to 10%, and funds investing in other investments from 0% to 10%. The Fund Manager may invest in the aforementioned asset classes through exchange-traded funds (ETFs).
SNB Capital SAR Multi-Asset Moderate Fund fund details
SNB Capital SAR Multi-Asset Moderate Fund is managed by SNB Capital. The asset manager oversees portfolio decisions and fund operations for SNB Capital SAR Multi-Asset Moderate Fund.
SNB Capital SAR Multi-Asset Moderate Fund is classified as a multi_asset fund, which shapes its risk profile and investment universe.
Investors can identify SNB Capital SAR Multi-Asset Moderate Fund in market data using fund code MSM.
SNB Capital SAR Multi-Asset Moderate Fund reports assets under management of 242782960.
The minimum investment amount to participate in SNB Capital SAR Multi-Asset Moderate Fund is 100 ريال.
SNB Capital SAR Multi-Asset Moderate Fund was launched on 2/18/2024, giving investors a track record to evaluate long-term performance.
SNB Capital SAR Multi-Asset Moderate Fund performance summary
Return over 1 week: +1.3628%. Return over 1 month: +2.471%. Return over 3 months: +0.8377%. Return over 6 months: +0.592%. Return over 1 year: +0.5634%. Return over since inception: -0.93%.
Use this SNDUK fund page to review SNB Capital SAR Multi-Asset Moderate Fund returns, manager details, and strategy before investing.
SNDUK publishes SNB Capital SAR Multi-Asset Moderate Fund data to help investors compare investment funds in Saudi Arabia with transparent performance and fund information.
