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045010

Alinma Road’s Mosques Endowment Fund

Alinma Investment

12.0155 NAV / Unit

As of: 2026-04-30

1M-1.51%3M-1.82%1Y-8.10%
12.0155 NAV / Unit Latest Net Asset Value
-8.10% 1-Year Return Trailing 12 Months
1.18% Total Expense Ratio Annual Fee Drag
105.32M SAR Fund Size (AUM) Total Net Assets
-1.10 Sharpe Ratio (1Y) Risk-Adjusted Return
10.99% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund aims to enhance the developmental role of private endowments in supporting the care of road mosques by growing and investing the endowed assets of the fund and protecting them from extinction. The fund manager receives subscription amounts from contributors (endowers) and invests them to achieve capital growth, with a percentage of the realized returns (endowment yield) distributed periodically to the designated endowment channels represented by the Association for the Care of Road Mosques.

Fund Manager Alinma Investment
Type OPEN ENDED
Category Multi-Asset
Inception Jan 14, 2020
Currency SAR
Shariah Compliant Yes
Risk Level HIGH
NAV Frequency MONTHLY
Min. Subscription 100 SAR
AUM 105.32M SAR
Latest Report Dec 31, 2025
Benchmark Ideal Ratings Alinma Saudi Stock Shariah Index (35%), Tadawul REITs Index (14%), 3M SAIBID (34%), Saudi Sukuk Index (17%)

Fees & Costs

Maximum Allowable Fees
Management Fee 0.75%
Subscription Fee 0.00%
Redemption Fee --
Performance Fee 0.00%

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

Total Expense Ratio (TER)
Fund TER 1.18%
Peer Avg 1.04%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees715,077 SAR0.86%
Custody Fee93,799 SAR0.11%
Directors' Fee40,000 SAR0.05%
Other Expenses184,314 SAR0.22%
Total Expenses980,626 SAR1.18%
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 124 SAR
1.2% of initial investment
fees paid
After 5 Years 736 SAR
7.4% of initial investment
fees paid
After 10 Years 1,825 SAR
18.2% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)-1.10
Peer Avg (1Y)-0.48
Historical Returns
Period Return Relative (vs Peers)
3 Months-1.82%-2.25%
6 Months-4.18%-5.40%
1 Year-8.10%-11.59%
3 Years (Ann.)-0.60%-11.43%
5 Years (Ann.)+1.94%-8.31%
Risk Metrics
Volatility (1Y)10.99%

Holdings

By Maturity (Sukuk)

Fund Financials — 2025 (Dec 31, 2025)

Total Income-664,057 SAR
Total Expenses980,626 SAR
Net Income-1.64M SAR
Total Assets84.19M SAR
Total Liabilities1.17M SAR
Net Asset Value83.02M SAR
Units in Issue6.92M
NAV per Unit12.0000 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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