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005010

Saudi Riyal Money Market Fund

Saudi Fransi Capital

33.4148 NAV / Unit

As of: 2026-04-29

1M+0.30%3M+0.94%1Y+4.33%
33.4148 NAV / Unit Latest Net Asset Value
+4.33% 1-Year Return Trailing 12 Months
0.53% Total Expense Ratio Annual Fee Drag
296.19M SAR Fund Size (AUM) Total Net Assets
1.30 Sharpe Ratio (1Y) Risk-Adjusted Return
0.26% Volatility (1Y) Annualised Std. Dev.

Fund Profile

Saudi Riyal Money Market Fund is an open-end money market fund aiming to provide liquidity while preserving capital and may provide absolute returns from fees.

Fund Manager Saudi Fransi Capital
Type OPEN ENDED
Category Money Market
Inception Jul 11, 1987
Currency SAR
Shariah Compliant No
Risk Level LOW
NAV Frequency DAILY
Min. Subscription 2,000 SAR
AUM 296.19M SAR
Latest Report Dec 31, 2025
Benchmark 1 Week SAR deposit rate

Fees & Costs

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

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

Total Expense Ratio (TER)
Fund TER 0.53%
Peer Avg 0.80%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees1.71M SAR0.48%
Custody Fee97,489 SAR0.03%
Audit Fee41,296 SAR0.01%
Zakat Fee11,144 SAR0.00%
Directors' Fee5,195 SAR0.00%
CMA Fee7,038 SAR0.00%
Tadawul Fee5,166 SAR0.00%
Other Expenses2,805 SAR0.00%
Total Expenses1.88M SAR0.53%
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 55 SAR
0.6% of initial investment
fees paid
After 5 Years 333 SAR
3.3% of initial investment
fees paid
After 10 Years 838 SAR
8.4% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)1.30
Peer Avg (1Y)0.95
Historical Returns
Period Return Relative (vs Peers)
3 Months+0.94%+0.00%
6 Months+2.00%-0.03%
1 Year+4.33%+0.21%
3 Years (Ann.)+5.17%+0.84%
5 Years (Ann.)+3.90%+0.57%
Risk Metrics
Volatility (1Y)0.26%

Holdings

By Maturity (Money Market Placements)

Fund Financials — 2025 (Dec 31, 2025)

Total Income21.73M SAR
Total Expenses1.88M SAR
Net Income19.85M SAR
Total Assets356.22M SAR
Total Liabilities188,442 SAR
Net Asset Value356.04M SAR
Units in Issue10.79M
NAV per Unit33.0041 SAR

Fund Managers

Fund Manager
Board Members

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