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009046

SNB Capital Corporates Sukuk Fund

SNB Capital

11.7743 NAV / Unit

As of: 2026-04-28

1M+1.81%3M+0.43%1Y+5.63%
11.7743 NAV / Unit Latest Net Asset Value
+5.63% 1-Year Return Trailing 12 Months
1.11% Total Expense Ratio Annual Fee Drag
6.24M USD Fund Size (AUM) Total Net Assets
0.91 Sharpe Ratio (1Y) Risk-Adjusted Return
1.81% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund aims to grow the invested capital over the long term by investing primarily in sukuk issued by companies, in accordance with the Shariah guidelines of the fund.

Fund Manager SNB Capital
Type OPEN ENDED
Category Fixed Income
Inception Jul 23, 2020
Currency USD
Shariah Compliant Yes
Risk Level MEDIUM
NAV Frequency WEEKLY
Min. Subscription 5.00M USD
AUM 6.24M USD
Latest Report Dec 31, 2025
Benchmark 60% S&P GCC Sukuk Index and 40% 30-day rolling average of the 1-month term SOFR rate

Fees & Costs

Maximum Allowable Fees
Management Fee 0.50%
Subscription Fee 0.00%
Redemption Fee 0.00%
Performance Fee --

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

Total Expense Ratio (TER)
Fund TER 1.11%
Peer Avg 1.24%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees46,000 USD0.54%
Custody Fee2,000 USD0.02%
Audit Fee15,000 USD0.18%
Zakat Fee5,000 USD0.06%
Directors' Fee5,000 USD0.06%
CMA Fee2,000 USD0.02%
Tadawul Fee2,000 USD0.02%
Other Expenses17,000 USD0.20%
Total Expenses94,000 USD1.11%
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 117 USD
1.2% of initial investment
fees paid
After 5 Years 695 USD
6.9% of initial investment
fees paid
After 10 Years 1,726 USD
17.3% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)0.91
Peer Avg (1Y)-0.59
Historical Returns
Period Return Relative (vs Peers)
3 Months+0.43%+1.17%
6 Months+1.64%+1.59%
1 Year+5.63%+2.90%
3 Years (Ann.)+5.29%+2.15%
5 Years (Ann.)+2.91%+1.44%
Risk Metrics
Volatility (1Y)1.81%

Holdings

By Security Type
FVTPL Investments Detail

Fund Financials — 2025 (Dec 31, 2025)

Total Income613,000 USD
Total Expenses94,000 USD
Net Income519,000 USD
Total Assets8.65M USD
Total Liabilities209,000 USD
Net Asset Value8.44M USD
Units in Issue725,000
NAV per Unit11.6300 USD

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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