Tamra Capital Portfolio Performance

Core Portfolio Performance in the First Half of 2026

Tamra Capital portfolio performance for the first half of 2026, assuming a one-time investment of SAR 10,000 on January 01, 2026, without any additional deposits, and leaving the amount invested until the end of the first half on June 30, 2026.

Performance Indicators

Core Portfolio Performance from 2023 to the End of the First Half of 2026

The historical performance of Tamra Capital portfolios, assuming a one-time investment of SAR 10,000 on January 01, 2023, without any additional deposits, and leaving the amount invested for 3.5 years until the end of the first half of 2026 on June 30, 2026.

Performance Indicators

Comparing Tamra Capital's Portfolio Performance with Similar Robo-Advisor Platforms

First: Portfolio performance with a single initial deposit, excluding fees and Zakat, from 2023 to the end of the first half of 2026

The historical performance of the aggressive portfolios (highest risk level) for Tamra Capital and other platforms, assuming a one-time investment of SAR 10,000 in each platform on January 01, 2023, without any additional deposits, and leaving the amount invested for 3.5 years until the end of the first half of 2026 on June 30, 2026. 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 forming portfolios that give the client appropriate returns after accounting for risk.

Performance Indicators with a single initial deposit, excluding fees and Zakat

Second: Portfolio performance with a single initial deposit, excluding fees and Zakat, in the first half of 2026

The historical performance of the aggressive portfolios (highest risk level) for Tamra Capital and other platforms, assuming a one-time investment of SAR 10,000 on January 01, 2026, without any additional deposits, and leaving the amount invested until the end of the first half on June 30, 2026. 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 forming portfolios that give the client appropriate returns after accounting for risk.

Performance Indicators with a single initial deposit, excluding fees and Zakat

Third: Portfolio performance with a single initial deposit, including fees and Zakat, from 2023 to the end of the first half of 2026

The historical performance of the aggressive portfolios (highest risk level) for Tamra Capital and other platforms was selected based on the availability of their portfolio information for the period, assuming a one-time investment of SAR 30,000 in each platform on January 01, 2023, without any additional deposits, and leaving the amount invested for 3.5 years until the end of the first half of 2026 on June 30, 2026, deducting each platform's fees at the end of each month, and deducting Zakat at the end of each year. Tamra Capital fees for any invested amount less than SAR 60,000 are SAR 240 annually, deducted monthly.

Performance Indicators with a single initial deposit, including fees and Zakat

Tamra Capital fees are fully deducted through June 30, 2026, and other platforms' fees and Zakat for all platforms are deducted through June 30, 2026. Other platforms' fees for the first half of 2026 were not deducted due to unavailable data for the period, which is a conservative assumption in favor of the other platforms.

Fourth: Performance of diversified portfolios including Saudi funds with a single initial deposit, excluding fees and Zakat, in the first half of 2026

The historical performance of portfolios that include global funds and Saudi funds for Tamra Capital and other platforms was selected based on the availability of their portfolio information for the period, assuming a one-time investment of SAR 10,000 on January 01, 2026, without any additional deposits, and leaving the amount invested until the end of the first half on June 30, 2026. 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 forming portfolios that give the client appropriate returns after accounting for risk.

Performance Indicators with a single initial deposit, excluding fees and Zakat

Fifth: Performance of Saudi portfolios with a single initial deposit, excluding fees and Zakat, in the first half of 2026

The historical performance of active portfolios that include only Saudi funds for Tamra Capital and other platforms was selected based on the availability of their portfolio information for the period, assuming a one-time investment of SAR 10,000 on January 01, 2026, without any additional deposits, and leaving the amount invested until the end of the first half on June 30, 2026. 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 forming portfolios that give the client appropriate returns after accounting for risk.

Performance Indicators with a single initial deposit, excluding fees and Zakat

Matters to Consider:

• 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 deducted on top of 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 affects the net performance return of the portfolio. Therefore, this should be noted when comparing the performance of 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 target 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, in accordance with 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.