Balanced Income Fund

Invest locally in Saudi equity and fixed income markets to benefit from the competitive edge gained at Riyad Capital through local information and knowledge.
Balanced Income Fund from Riyad Capital provides a combined equity and fixed income strategy through stocks, Murabaha and Sukuk’s or existing funds of Riyad Capital which are Sharia compliant.

  • Fully Sharia compliant
  • Get benefit from the local knowledge and information to meet your objectives
  • Diversify your Portfolio with one equity and fixed income strategy

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The Fund aims to provide long-term capital growth through investing in listed Saudi stocks, within the criteria set by Sharia Committee, in addition to Murabaha and Sukuks or the existing funds of Riyad Capital which are fully compliant to Sharia criteria.


The Fund invests primarily in the listed Saudi stocks, within the criteria set by Sharia Committee of Riyad Capital, in addition to Murabaha and Sukuks. The Fund manager will focus on companies that enjoy strong fundamental factors and achieve promising long-term growth based on the financial analyst recommendations after conducting a comprehensive quantitative and qualitative analysis in order to evaluate each company, identify its outlook and determine the fair value of its shares. The Fund also employs a multi-strategy approach to commodity trading management, and conducts credit analysis to maturity dates and how returns relate to each maturity whilst taking into consideration the macroeconomics and microeconomics.

Riyad Balanced Income Fund Facts:

  • Launch Date: 15-Mar-2005
  • Fund Manager: Mohammad Al Harthi
  • Fund Currency: Saudi Riyals (SAR)
  • Fund Domicile: Saudi Arabia
  • Fund Objective : Capital Growth - Saudi Stock, Murabaha and Sukuk
  • Risk Level: Medium
  • Fund Classification : Local - Sharia compliant
  • Valuation/Dealing Days: Mon-Wed
  • Settlement In: 3 Business Days
  • Sector Focus: Diversified

Past performance is not a guarantee of future returns. The value of units, the income from them, the prices and currencies of the funds, can go down as well as up. Investors may get back less than he or she originally invested. Additionally fees shall apply on the fund. Changes in currency rates may have an adverse effect on the value, price or income of the security. To ensure proper understanding of the fund and its suitability for you according to your risk tolerance, we recommend that you seek a specialized investment advisor. More information about the fund is available in the Terms and Conditions applicable to that fund and must be read carefully before investing. While reading the fund’s Terms and Conditions, please refer to the principal risks of investing in the Fund.

Riyad Capital Mobile

Riyad Capital Mobile

A smart way to control your accounts and monitor your investments conveniently and without any fuss. Riyad Tadawul Mobile is specially designed for on-the-go access from your handheld device whenever and wherever you are.
Riyad Capital Online

Riyad Capital Online

The safest and easiest way to access your Portfolio, 24/7 from anywhere in the world
International Trade

International Trade

As expansion and diversification became the superior strategy of the days we live in, Riyad Capital offers you a convenient and easy way to diversify your investments in global markets via electronic channels and through an experienced team of brokers who are there to match your investment needs.