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011095

AlAhli SEDCO Residential Development Fund

SNB Capital

0.2989 NAV / Unit

As of: 2025-12-31

0.2989 NAV / Unit Latest Net Asset Value
-- 1-Year Return Trailing 12 Months
9.16% Total Expense Ratio Annual Fee Drag
71.73M SAR Fund Size (AUM) Total Net Assets
-- Sharpe Ratio (1Y) Risk-Adjusted Return
-- Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund aims to provide capital gains to unit holders by investing in the residential real estate development sector in Jeddah, Saudi Arabia, through the construction and subsequent sale of residential units.

Fund Manager SNB Capital
Type CLOSED ENDED
Category Real Estate
Inception Jan 7, 2014
Currency SAR
Shariah Compliant Yes
Risk Level HIGH
NAV Frequency OTHER
Min. Subscription 50,000 SAR
AUM 71.73M SAR
Latest Report Dec 31, 2022
Benchmark --

Fees & Costs

Maximum Allowable Fees
Management Fee 1.00%
Subscription Fee 3.00%
Redemption Fee --
Performance Fee 25.00%

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

Total Expense Ratio (TER)
Fund TER 9.16%
Peer Avg 2.18%
Actual Expenses — 2022 (Dec 31, 2022)
Expense Item Amount % of AUM
Directors' Fee8,000 SAR0.00%
Other Expenses22.91M SAR9.15%
Total Expenses22.91M SAR9.16%
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 1,369 SAR
13.7% of initial investment
fees paid
After 5 Years 5,592 SAR
55.9% of initial investment
fees paid
After 10 Years 10,988 SAR
109.9% of initial investment
fees paid

Performance

Historical Returns
Period Return Relative (vs Peers)
3 Months----
6 Months----
1 Year----
3 Years (Ann.)----
5 Years (Ann.)----

Fund Financials — 2022 (Dec 31, 2022)

Total Income719,000 SAR
Total Expenses22.91M SAR
Net Income-22.20M SAR
Total Assets255.48M SAR
Total Liabilities5.19M SAR
Net Asset Value250.28M SAR
Units in Issue296.46M
NAV per Unit0.8442 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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