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009003

SNB Capital Al Sunbullah SAR Fund

SNB Capital

144.4861 NAV / Unit

As of: 2026-03-25

1M+0.44%3M+1.35%1Y+5.79%
144.4861 NAV / Unit Latest Net Asset Value
+5.79% 1-Year Return Trailing 12 Months
0.47% Total Expense Ratio Annual Fee Drag
27.02B SAR Fund Size (AUM) Total Net Assets
7.23 Sharpe Ratio (1Y) Risk-Adjusted Return
0.25% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The Fund aims to grow capital and achieve competitive returns while preserving capital as much as possible by investing in money market instruments, fixed income, and other similar investment funds or strategies and securities, provided that these investments are denominated in Riyals or any foreign currency and are Shariah-compliant.

Fund Manager SNB Capital
Type OPEN ENDED
Category Money Market
Inception Nov 13, 1986
Currency SAR
Shariah Compliant Yes
Risk Level MEDIUM
NAV Frequency DAILY
Min. Subscription 5,000 SAR
AUM 27.02B SAR
Latest Report Dec 31, 2025
Benchmark SAIBID

Fees & Costs

Maximum Allowable Fees
Management Fee 0.75%
Subscription Fee 0.00%
Redemption Fee 0.10%
Performance Fee --

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

Total Expense Ratio (TER)
Fund TER 0.47%
Peer Avg 0.80%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees52.05M SAR0.23%
Custody Fee1.51M SAR0.01%
Audit Fee55,000 SAR0.00%
Directors' Fee56,000 SAR0.00%
CMA Fee8,000 SAR0.00%
Tadawul Fee6,000 SAR0.00%
Other Expenses53.21M SAR0.23%
Total Expenses106.90M SAR0.47%
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 60 SAR
0.6% of initial investment
fees paid
After 5 Years 309 SAR
3.1% of initial investment
fees paid
After 10 Years 763 SAR
7.6% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)7.23
Peer Avg (1Y)0.83
Historical Returns
Period Return Relative (vs Peers)
3 Months+1.35%+0.42%
6 Months+2.79%+0.78%
1 Year+5.79%+1.70%
3 Years (Ann.)+6.01%+1.71%
5 Years (Ann.)+4.44%+1.13%
Risk Metrics
Volatility (1Y)0.25%

Fund Financials — 2025 (Dec 31, 2025)

Total Income1.05B SAR
Total Expenses106.90M SAR
Net Income946.13M SAR
Total Assets22.86B SAR
Total Liabilities45.92M SAR
Net Asset Value22.82B SAR
Units in Issue160.26M
NAV per Unit142.3835 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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