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002030

SICO Capital Money Market Fund

SICO Capital

13.7645 NAV / Unit

As of: 2026-03-25

1M+0.37%3M+0.99%1Y+4.07%
13.7645 NAV / Unit Latest Net Asset Value
+4.07% 1-Year Return Trailing 12 Months
1.21% Total Expense Ratio Annual Fee Drag
71.12M SAR Fund Size (AUM) Total Net Assets
0.44 Sharpe Ratio (1Y) Risk-Adjusted Return
0.19% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund is an open-ended money market fund that aims to increase short-term returns and preserve capital by investing in Shariah-compliant money market instruments and fixed income instruments. It seeks to achieve returns exceeding the benchmark (SAIBID One Month).

Fund Manager SICO Capital
Type OPEN ENDED
Category Money Market
Inception Feb 21, 2016
Currency SAR
Shariah Compliant Yes
Risk Level LOW
NAV Frequency DAILY
Min. Subscription 1,000 SAR
AUM 71.12M SAR
Latest Report Dec 31, 2025
Benchmark SAIBID One month

Fees & Costs

Maximum Allowable Fees
Management Fee 0.30%
Subscription Fee --
Redemption Fee --
Performance Fee --

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

Total Expense Ratio (TER)
Fund TER 1.21%
Peer Avg 0.78%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees96,236 SAR0.38%
Custody Fee27,330 SAR0.11%
Audit Fee52,250 SAR0.20%
Zakat Fee25,999 SAR0.10%
Directors' Fee20,001 SAR0.08%
Tadawul Fee5,000 SAR0.02%
Other Expenses82,736 SAR0.32%
Total Expenses309,552 SAR1.21%
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 127 SAR
1.3% of initial investment
fees paid
After 5 Years 755 SAR
7.5% of initial investment
fees paid
After 10 Years 1,870 SAR
18.7% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)0.44
Peer Avg (1Y)0.96
Historical Returns
Period Return Relative (vs Peers)
3 Months+0.99%+0.05%
6 Months+1.98%-0.06%
1 Year+4.07%-0.06%
3 Years (Ann.)+4.98%+0.66%
5 Years (Ann.)+4.10%+0.78%
Risk Metrics
Volatility (1Y)0.19%

Holdings

By Country

Fund Financials — 2025 (Dec 31, 2025)

Total Income1.61M SAR
Total Expenses309,552 SAR
Net Income1.30M SAR
Total Assets25.68M SAR
Total Liabilities137,589 SAR
Net Asset Value25.54M SAR
Units in Issue1.87M
NAV per Unit13.6400 SAR

Fund Managers

Board Members
Shariah Advisors

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