Tamra Capital Portfolio Performance

Portfolio Performance for the First Half of 2025

The annual performance of Tamra Capital portfolios assuming an investment of 10,000 SAR made once on January 1, 2025, without any additional deposits, and leaving the amount invested until June 30, 2025.

Performance Indicators

Portfolio Performance from 2023 to Mid-2025

The historical performance of Tamra Capital portfolios assuming an investment of 10,000 SAR made once on January 1, 2023, without any additional deposits, and leaving the amount invested for two and a half years until June 30, 2025.

Performance Indicators

Comparison of Tamra Capital Portfolio Performance with Similar Robo-Advisor Platforms

First: Portfolio Performance with Single Initial Deposit Without Fees and Zakat from 2023 to Mid-2025

The historical performance of aggressive portfolios (highest risk level) for Tamra Capital and other platforms, assuming an investment of 10,000 SAR made once on each platform on January 1, 2023, without any additional deposits, and leaving the amount invested for two and a half years until June 30, 2025. The performance here does not take into account the impact of platform fees or investment zakat, to highlight the financial capabilities and expertise of each team in creating portfolios that provide clients with high risk-adjusted returns.

Performance Indicators with Single Initial Deposit Without Fees and Zakat

Second: Portfolio Performance with Single Initial Deposit Without Fees and Zakat in the First Half of 2025

The historical performance of aggressive portfolios (highest risk level) for Tamra Capital and other platforms, assuming an investment of 10,000 SAR made once on January 1, 2025, without any additional deposits, and leaving the amount invested until June 30, 2025. The performance here does not take into account the impact of platform fees or investment zakat, to highlight the financial capabilities and expertise of each team in creating portfolios that provide clients with high risk-adjusted returns.

Performance Indicators with Single Initial Deposit Without Fees and Zakat

Third: Portfolio Performance with Single Initial Deposit Including Fees and Zakat from 2023 to Mid-2025

The historical performance of aggressive portfolios (highest risk level) for Tamra Capital and other platforms selected based on the availability of their portfolio information for the period, assuming an investment of 30,000 SAR made once on each platform on January 1, 2023, without any additional deposits, and leaving the amount invested for two and a half years until June 30, 2025, with each platform's fees deducted at the end of each month, and zakat deducted at the end of each year. Portfolio performance at the end of the period was compared with a savings amount that provides an annual return of 5.7%. Tamra Capital's fees for any invested amount less than 60,000 SAR are 240 SAR annually.

Performance Indicators with Single Initial Deposit Including Fees and Zakat

Important Considerations:

• Zakat calculation: The annual zakat rate on aggressive portfolios at Tamra Capital ranges between 0.64% - 0.43%, while for active funds and other platforms it is 2.5%.

• Hidden fees: These are fees that are deducted above the announced management fees and may be on withdrawal/redemption, deposit, or subscription to a specific fund within the portfolio. Tamra Capital has no hidden fees.

• The mechanism for calculating zakat and hidden fees has an impact on the net return performance of the portfolio. Therefore, attention should be paid to this when comparing portfolio performance across different platforms, as the performance comparison in this report does not take into account the impact of hidden fees that other platforms may impose on their clients.

• Past performance does not guarantee future performance, and the value of investment in any investment portfolio can increase or decrease compared to what is announced, and the targeted and expected results for each portfolio on any platform are not guaranteed.

• This report was prepared based on information available from recognized market sources, in addition to internal data available to the Tamra Capital team, according to best efforts and professional standards. However, the reader should use their personal judgment when making investment decisions, according to what suits their financial situation and goals, as Tamra Capital bears no responsibility for any investment decisions made based on this report.