‎2024’s top Saudi equity funds below SAR 100M AUM

‎2024’s top Saudi equity funds below SAR 100M AUM ‎2024’s top Saudi equity funds below SAR 100M AUM

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In this report, Argaam monitors the performance of 65 out of approximately 314 local equity funds that invest in Saudi equities and have assets under management (AUMs)not exceeding SAR 100 million in 2024.

Osool Bakheet Parallel Market Trading Equity Fund, managed by Osool Bakheet Investment Co., emerged as the top-performing fund, delivering a return of 33.9%. The fund aims to grow capital by investing in the shares of companies listed on the Nomu-Parallel Market and small and medium-sized enterprises (SMEs) listed on the Main Market. The fund is also authorized to invest in Saudi equity and money market funds publicly offered and licensed by the relevant authority.

Riyad Emaar Fund, managed by Riyad Capital, secured second place with a positive performance of 31.6%. The fund focuses on achieving long-term capital growth by primarily investing in the shares of Saudi-listed companies operating in the construction, real estate, and cement sectors, as well as other companies related to these industries.

BLOM Saudi Arabia Fund, managed by BLOMINVEST Saudi Arabia Co., ranked third with a positive return of 17.4%. This fund intends to achieve long-term capital growth by investing in securities listed on the Tadawul All Share Index (TASI), units of other funds, or collective investment schemes established under Saudi laws and regulations.

Top Performers in 2024 as per Prices on Dec. 31, 2024*

Fund

Fund Manager

NAV

(SAR mln)

YoY Change

Osool Bakheet Parallel Market Trading Equity Fund

Osool Bakheet Investment

25.0

33.9%

Riyad Emaar Fund

Riyad Capital

47.4

31.6%

BLOM Saudi Arabia Fund

BLOMINVEST Saudi Arabia

28.9

17.4%

Albilad Freestyle Saudi Equity Fund

Albilad Capital

74.8

17.0%

Musharaka Saudi Equity Fund

Musharaka Capital

2.5

16.8%

SAB Invest Saudi Companies Equity Fund

SAB Invest

58.0

16.8%

Jadwa Saudi Equity Fund-Class C

Jadwa Investment

41.6

16.7%

Alistithmar Capital Saudi Equity Fund

Alistithmar Capital

77.4

16.5%

GIB Saudi Equity Opportunities Fund – Class C

GIB Capital

67.7

15.9%

GIB Saudi Equity Fund – Class C

GIB Capital

61.9

15.7%

 

In this report, Argaam monitors the performance of 65 out of approximately 314 local equity funds that invest in Saudi equities and have assets under management (AUMs)not exceeding SAR 100 million in 2024.

Osool Bakheet Parallel Market Trading Equity Fund, managed by Osool Bakheet Investment Co., emerged as the top-performing fund, delivering a return of 33.9%. The fund aims to grow capital by investing in the shares of companies listed on the Nomu-Parallel Market and small and medium-sized enterprises (SMEs) listed on the Main Market. The fund is also authorized to invest in Saudi equity and money market funds publicly offered and licensed by the relevant authority.

Riyad Emaar Fund, managed by Riyad Capital, secured second place with a positive performance of 31.6%. The fund focuses on achieving long-term capital growth by primarily investing in the shares of Saudi-listed companies operating in the construction, real estate, and cement sectors, as well as other companies related to these industries.

BLOM Saudi Arabia Fund, managed by BLOMINVEST Saudi Arabia Co., ranked third with a positive return of 17.4%. This fund intends to achieve long-term capital growth by investing in securities listed on the Tadawul All Share Index (TASI), units of other funds, or collective investment schemes established under Saudi laws and regulations.

Top Performers in 2024 as per Prices on Dec. 31, 2024*

Fund

Fund Manager

NAV

(SAR mln)

YoY Change

Osool Bakheet Parallel Market Trading Equity Fund

Osool Bakheet Investment

25.0

33.9%

Riyad Emaar Fund

Riyad Capital

47.4

31.6%

BLOM Saudi Arabia Fund

BLOMINVEST Saudi Arabia

28.9

17.4%

Albilad Freestyle Saudi Equity Fund

Albilad Capital

74.8

17.0%

Musharaka Saudi Equity Fund

Musharaka Capital

2.5

16.8%

SAB Invest Saudi Companies Equity Fund

SAB Invest

58.0

16.8%

Jadwa Saudi Equity Fund-Class C

Jadwa Investment

41.6

16.7%

Alistithmar Capital Saudi Equity Fund

Alistithmar Capital

77.4

16.5%

GIB Saudi Equity Opportunities Fund – Class C

GIB Capital

67.7

15.9%

GIB Saudi Equity Fund – Class C

GIB Capital

61.9

15.7%

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