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024002

Yaqeen SAR Murabaha Fund

Yaqeen Capital

1.5849 NAV / Unit

As of: 2026-04-29

1M+0.44%3M+1.32%1Y+5.60%
1.5849 NAV / Unit Latest Net Asset Value
+5.60% 1-Year Return Trailing 12 Months
0.67% Total Expense Ratio Annual Fee Drag
460.87M SAR Fund Size (AUM) Total Net Assets
7.63 Sharpe Ratio (1Y) Risk-Adjusted Return
0.21% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund aims to generate current income while providing liquidity and preserving capital by investing in Murabaha deals. It invests in low-risk financial instruments that are compatible with Islamic Shariah regulations with the aim of achieving profits that compete with traditional stock market instruments at minimum levels of risk.

Fund Manager Yaqeen Capital
Type OPEN ENDED
Category Money Market
Inception May 19, 2007
Currency SAR
Shariah Compliant Yes
Risk Level LOW
NAV Frequency DAILY
Min. Subscription
AUM 460.87M SAR
Latest Report Dec 31, 2025
Benchmark The return on deposits in Saudi riyals for three months

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 0.67%
Peer Avg 0.80%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees3.27M SAR0.63%
Custody Fee141,098 SAR0.03%
Audit Fee28,750 SAR0.01%
Zakat Fee9,200 SAR0.00%
CMA Fee7,500 SAR0.00%
Other Expenses186,548 SAR0.04%
Total Expenses3.46M SAR0.67%
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 70 SAR
0.7% of initial investment
fees paid
After 5 Years 421 SAR
4.2% of initial investment
fees paid
After 10 Years 1,058 SAR
10.6% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)7.63
Peer Avg (1Y)0.82
Historical Returns
Period Return Relative (vs Peers)
3 Months+1.32%+0.38%
6 Months+2.74%+0.72%
1 Year+5.60%+1.51%
3 Years (Ann.)+5.43%+1.11%
5 Years (Ann.)+4.17%+0.85%
Risk Metrics
Volatility (1Y)0.21%

Holdings

By Asset Class
By Fund

Fund Financials — 2025 (Dec 31, 2025)

Total Income34.24M SAR
Total Expenses3.46M SAR
Net Income30.78M SAR
Total Assets517.55M SAR
Total Liabilities816,940 SAR
Net Asset Value516.73M SAR
Units in Issue331.74M
NAV per Unit1.5600 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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