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005024

Al Qasr GCC Real Estate and Construction Equity Trading Fund

Saudi Fransi Capital

19.8045 NAV / Unit

As of: 2026-03-03

1M-6.95%3M+0.39%1Y-20.46%
19.8045 NAV / Unit Latest Net Asset Value
-20.46% 1-Year Return Trailing 12 Months
5.44% Total Expense Ratio Annual Fee Drag
8.58M SAR Fund Size (AUM) Total Net Assets
-1.37 Sharpe Ratio (1Y) Risk-Adjusted Return
17.84% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund aims to achieve medium to long-term growth by investing in Shariah-compliant listed companies that generate a large part of their returns, directly or indirectly, through the real estate and construction sectors in the GCC countries (Saudi Arabia, United Arab Emirates, Kuwait, Qatar, Oman and Kingdom of Bahrain). The fund may also invest in the listed markets of the real estate and construction sectors at a rate of up to 20% in other Arab countries in the Middle East and North Africa.

Fund Manager Saudi Fransi Capital
Type OPEN ENDED
Category Equity
Inception Apr 16, 2007
Currency SAR
Shariah Compliant Yes
Risk Level HIGH
NAV Frequency OTHER
Min. Subscription 2,000 SAR
AUM 8.58M SAR
Latest Report Dec 31, 2025
Benchmark GCC Shariah Capped Real Estate & Construction Equity Index

Fees & Costs

Maximum Allowable Fees
Management Fee 1.75%
Subscription Fee 3.00%
Redemption Fee 0.00%
Performance Fee 0.00%

Maximum fees permitted under the fund's Terms & Conditions.

Total Expense Ratio (TER)
Fund TER 5.44%
Peer Avg 2.60%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees296,025 SAR3.40%
Custody Fee21,703 SAR0.25%
Audit Fee41,508 SAR0.48%
Zakat Fee13,469 SAR0.15%
Directors' Fee129 SAR0.00%
CMA Fee7,233 SAR0.08%
Tadawul Fee5,000 SAR0.06%
Other Expenses89,296 SAR1.02%
Total Expenses474,363 SAR5.44%
Cost of Investing — Hypothetical 10,000 SAR Investment

Assuming 5% annual return before fees, this is the estimated SAR amount paid in fees over time.

After 1 Year 870 SAR
8.7% of initial investment
fees paid
After 5 Years 3,405 SAR
34.1% of initial investment
fees paid
After 10 Years 7,262 SAR
72.6% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)-1.37
Peer Avg (1Y)-0.66
Historical Returns
Period Return Relative (vs Peers)
3 Months+0.39%+3.03%
6 Months-10.11%-6.56%
1 Year-20.46%-14.59%
3 Years (Ann.)+10.92%+4.37%
5 Years (Ann.)+4.47%-3.93%
Risk Metrics
Volatility (1Y)17.84%

Holdings

By Country

Fund Financials — 2025 (Dec 31, 2025)

Total Income-2.30M SAR
Total Expenses474,363 SAR
Net Income-2.78M SAR
Total Assets8.78M SAR
Total Liabilities63,600 SAR
Net Asset Value8.71M SAR
Units in Issue439,468
NAV per Unit19.8256 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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