Riyad SAR Diversified Trade Fund

Do you want to invest in a fund that is secure and has access to money market instruments, bonds and sukuk?
Then Riyad SAR Diversified Trade Fund is your best option, as it offers extreme liquidity and security by contributing in what is considered to be low-risk investment.

  • High liquidity and considered to be the most secure investment option
  • Access to Governmental and company bonds
  • Highly geared towards generating income

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Overview


Objective:

The Fund seeks capital preservation and reasonable return within a low risk environment through investing mainly in money market instruments denominated in Saudi Riyal, short and medium term governmental bonds, company bonds and Sukuk.

Strategy:

The Fund invests its assets primarily in Saudi Riyal deposits, Saudi Treasury Bills, Saudi Government Development Bonds, company bonds and secondarily in sukuk. The Fund manager will reinvest the returns of the Fund’s investments and minimize the Fund’s risks by diversifying assets, ideally in the light of correlation of different assets’ classes, interest rates and maturity dates. The manager will invest all cash in the Fund in normal circumstances, but a small cash balance will be held for liquidity purposes. The Fund may not invest more than 15% of its net assets value in any class of security issued by any single institution and not more than 50% with the Fund’s manager or any of his affiliates.

Money Fund (SAR) Fund Facts:

  • Launch Date: 24-May-1999
  • Fund Manager: Fahad Al-Shubaily
  • Fund Currency: Saudi Riyals (SAR)
  • Fund Objective: Income (Governmental Bonds, Company Bonds & Sukuk)
  • Risk Level: Low
  • Fund Classification: Local - Money Market
  • Valuation/Dealing Days: Sat-to-Wed
  • Settlement In: 3 Business Days
  • Sector Focus: Money Market

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.