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How to understand your investment limits and duration in a Stake Fund

Date 18 December 2024

Aya Abi Issa
Written by Aya Abi Issa
How to understand your investment limits and duration in a Stake Fund
Table iconTable of contents

    Key takeaways

    1

    Retail investors can invest up to SAR 200,000 per fund; professional clients have no cap.

    2

    UAE and Saudi investment limits are treated separately.

    3

    Funds have fixed terms with no early withdrawal options, commitment is key.

    Before investing in Saudi Arabia’s real estate funds through Stake, it’s important to understand two key things: how much you’re allowed to invest, and how long your money will be committed. Here's what every investor needs to know:

    1. Know Your Investment Limits

    For Retail clients, the maximum you can invest in a single Saudi fund is SAR 200,000.
    Here’s what that means:

    • There’s no annual cap; just a per-fund limit.
    • This limit only applies to Saudi funds and does not affect your UAE investments. You can invest in both markets independently.
    • Professional clients have no investment limits. (Want to become a professional client? Learn more here)

    2. Understand the Investment Duration

    Each fund comes with a fixed term outlined in its official documents.
    Key points to note:

    • You’re expected to stay invested for the entire duration of the fund.
    • Currently, there are no early exit options, so consider your liquidity needs before committing.
    • New features may be introduced in the future to allow for early exits, but they are not available today.

    Pro Tip: Always check the “Fund Details” section in the app for exact terms, timelines, and strategy before investing.