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001051

Riyad Emaar Fund

Riyad Capital

24.1186 NAV / Unit

As of: 2026-05-20

1M-0.55%3M-0.25%1Y-11.56%
24.1186 NAV / Unit Latest Net Asset Value
-11.56% 1-Year Return Trailing 12 Months
3.49% Total Expense Ratio Annual Fee Drag
31.48M SAR Fund Size (AUM) Total Net Assets
-0.92 Sharpe Ratio (1Y) Risk-Adjusted Return
16.92% Volatility (1Y) Annualised Std. Dev.

Fund Profile

An open-ended public investment fund that invests in Shariah-compliant Saudi equities. It aims to achieve long-term capital growth by primarily investing in companies within the construction, real estate, and cement sectors, as well as other related sectors defined by the fund's benchmark.

Fund Manager Riyad Capital
Type OPEN ENDED
Category Equity
Inception Dec 30, 2009
Currency SAR
Shariah Compliant Yes
Risk Level HIGH
NAV Frequency WEEKLY
Min. Subscription 100 SAR
AUM 31.48M SAR
Latest Report Dec 31, 2025
Benchmark Ideal Ratings Riyad Emaar Shariah Index

Fees & Costs

Maximum Allowable Fees
Management Fee 1.75%
Subscription Fee 1.00%
Redemption Fee 0.00%
Performance Fee 0.00%

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

Total Expense Ratio (TER)
Fund TER 3.49%
Peer Avg 2.61%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees891,362 SAR2.71%
Custody Fee59,143 SAR0.18%
CMA Fee7,500 SAR0.02%
Tadawul Fee5,000 SAR0.02%
Other Expenses185,301 SAR0.56%
Total Expenses1.15M SAR3.49%
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 467 SAR
4.7% of initial investment
fees paid
After 5 Years 2,182 SAR
21.8% of initial investment
fees paid
After 10 Years 4,980 SAR
49.8% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)-0.92
Peer Avg (1Y)-0.67
Historical Returns
Period Return Relative (vs Peers)
3 Months-0.25%+2.39%
6 Months-0.14%+3.48%
1 Year-11.56%-5.63%
3 Years (Ann.)+11.45%+4.91%
5 Years (Ann.)+4.89%-3.51%
Risk Metrics
Volatility (1Y)16.92%

Fund Financials — 2025 (Dec 31, 2025)

Total Income-4.47M SAR
Total Expenses1.15M SAR
Net Income-5.62M SAR
Total Assets33.10M SAR
Total Liabilities157,406 SAR
Net Asset Value32.94M SAR
Units in Issue1.45M
NAV per Unit22.6600 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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