Riyad Small and Medium Cap Fund

Are you looking for investment opportunities in the Saudi stock market with enhanced returns?
Riyad Small and Medium Cap Fund, the 2014 Thomson Reuters award winner of the best performing Saudi equity funds within the last three years, is what you are looking for. The Fund invests only in Sharia compliant stocks.

  • Fully Sharia compliant
  • Chosen to be the first ranking best performing Saudi equity Fund for 3 consecutive years
  • Highly geared towards enhanced capital returns
  • Focuses on companies with strong fundamental factors

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Overview


Objective:

The Fund aims to achieve long-term capital growth within a high risk environment through investing primarily in stocks of medium Saudi companies with market capitalization between SAR 3 to 50 billion and small Saudi companies with market capitalization not more than SAR 3 billion. The Fund also invests partially in stocks of medium Gulf companies with market capitalization between SAR 3 billion to 50 billion and small Gulf Companies with market capitalization not more than SAR 3 billion. All companies shall be compliant with the criteria set by the Sharia Committee of Riyad Capital for this Fund to be able to invest in its assets.

Strategy:

The Fund manager employs research tools and focuses on companies that enjoy strong fundamental factors and promises long-term growth.

The Fund manager will consider the relative weights of companies in the benchmark when allocating the assets, in addition to risk requirements, market trends, economic and political conditions, and the Fund’s objectives.

Riyad Small and Medium Cap Fund Facts:

  • Launch Date: 30-Dec-2009
  • Fund Manager: Natheer Abdullah Al Mahdi
  • Fund Currency: Saudi Riyals (SAR)
  • Fund Domicile: Saudi Arabia
  • Fund Objective : Capital Growth - Small and Med. Cap
  • Risk Level: High
  • Fund Classification : Local - Sharia compliant
  • Valuation/Dealing Days: Mon-Wed
  • Settlement In: 3 Business Days
  • Sector Focus: Medium Cap

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.