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Riyad Monthly Distributions Multi Asset Fund


The fund aims to distribute income on a monthly basis by investing in a Shariah-compliant, diversified, multi-asset portfolio.

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Overview


 Overview:
Launch date: November 17, 2024
Fund classification: Multi Asset - Shariah Compliant
Asset class: Multi asset Classes
Risk Level: High
Fund Currency: Saudi Riyal
Dealing days: Monday and Thursday of each week
Reimbursement period upon redemption: 5 business days

Fund Objective:
The fund aims to distribute income on a monthly basis by investing in a Shariah-compliant, diversified, multi-asset portfolio.


Fund Strategy:
The Fund invests its assets primarily in a diversified portfolio of asset classes including equities, debt instruments, money markets and alternative investments locally, in Saudi Arabia, and globally. The Fund Manager will adopt an investment policy that enables concentration of investments in various asset classes as outlined below.
Asset Type

Minimum Limit

Maximum Limit

Local Equities

0%
60%

Debt Instruments

0%
50%

Money Market Instruments

0%
40%

Alternative Investments

0%
40%

Private Funds and Illiquid Assets

0%
10%
Minimum Initial Subscription, Additional Subscription and Redemption:
Minimum initial subscription: SAR 100
Minimum additional subscription or redemption: SAR 100


Fees and expenses:
Subscription fee: Up to 1% of the subscription amount (no fee through digital channels)
Management fee: 1.00% of the fund's net asset value per annum
 

Riyad Monthly Distributions Multi Asset Fund


Subscription Channels:

You can subscribe through: 
  • Riyad Capital Mobile Application;
  • Riyad Capital Online;
  • Riyad Capital’s Interactive Voice Response (IVR) service

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