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Fees and Rewards

How much are the investment management fees at Tamra Capital?

For those aged 25 years and under:
 To support young people and motivate them to build the habit of investing and facilitate their achievement of their financial goals, we launched the Generation Z account, so that the account management fee for those under 25 years old is only SAR 1 per month (excluding VAT) until their total investments reach SAR 60,000. If the invested amount exceeds SAR 60,000 or higher, then normal fees apply (0.4% of the invested amount annually, excluding VAT). 

Portfolio market valueMonthly feesMonthly percentage
10,000 SAR1 SAR0.01%
50,000 SAR1 SAR0.002%
60,000 SAR20 SAR0.033%
100,000 SAR33.3SAR0.033%

 

For those aged 26 years and above:
 The annual fee for all portfolios combined is SAR 20 (excluding VAT), if the average market value of all of your portfolios is less than SAR 60,000. If the average market value of your total portfolios is SAR 60,000 or more, then the monthly fee becomes 0.033% per month, equivalent to 0.4% annually of the market value of your portfolios (excluding VAT), and there are no other fees. 

Portfolio market valueMonthly feesMonthly percentage
10,000 SAR20 SAR0.1%
40,000 SAR20 SAR0.05%
60,000 SAR20 SAR0.033%
100,000 SAR33.3SAR0.033%
200,000 SAR66 SAR0.033%

 

 

Note: All fees are deducted monthly from your investment account.