Shari'ah FundsReap what you sow through investing ethically.

      Shari'ah Funds

      There are four funds available to our investors spanning across different asset classes: the Old Mutual Albaraka Income Fund, Old Mutual Albaraka Balanced Fund, Old Mutual Albaraka Equity Fund, and the Old Mutual Global Islamic Equity Feeder Fund, each aimed at providing you with a particular investment opportunity.
      What we offer

      Old Mutual Albaraka Income Fund - This fund is a Shari’ah compliant multi-asset income fund that offers investors access to local and international asset classes including equity, liquid assets and non-equity securities, such as sukuks (Islamic bonds)..

      Old Mutual Albaraka Balanced Fund - This moderately aggressive asset allocation fund invests in local and international asset classes.

      Old Mutual Albaraka Equity Fund - This fund provides investors with the opportunity to invest in equities listed on the Johannesburg Securities Exchange (JSE).

      Old Mutual Global Islamic Equity Feeder Fund - A global equity fund that invests in Shari’ah compliant equities listed primarily in developed markets worldwide.


      Shariah investing
      OLD MUTUAL FUND NAME
      MANDATE
      RISK
      FACT SHEET
      MDD
      PORTFOLIO
      INVESTOR
      REPORT
      REG 28
      COMPLIANT

      Albaraka Balanced Fund

      South African - Multi Asset - Medium Equity

      Moderate

      Albaraka Equity Fund

      South African – Equity – General

      Moderate to High

      Albaraka Income Fund

      South African - Multi Asset - Income

      Low to Moderate

      Global Islamic Equity Feeder Fund

      Global – Equity – General

      Moderate to High

      Albaraka Balanced Fund
      Albaraka Equity Fund
      Albaraka Income Fund
      Global Islamic Equity Feeder Fund

      MANDATE

      South African - Multi Asset - Medium Equity

      RISK

      Moderate

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      South African – Equity – General

      RISK

      Moderate to High

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      South African - Multi Asset - Income

      RISK

      Low to Moderate

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      Global – Equity – General

      RISK

      Moderate to High

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT