Shari'ah Funds Reap what you sow through investing ethically.
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      Shari'ah Funds

      There are three funds available to our investors: the Old Mutual Albaraka Balanced Fund, Old Mutual Albaraka Equity Fund and the Old Mutual Albaraka Income Fund, each aimed at providing you with a particular investment opportunity.
      What we offer

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

      Old Mutual Albaraka Income Fund - This Regulation 28 Shar’iah compliant fund is designed to offer investors an ethical investment vehicle providing income and relative capital stability over time.

      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 - Multi Asset - Medium Equity

      Moderate to High

      Albaraka Income Fund

      South African - Multi Asset - Income

      Low to Moderate

      Albaraka Balanced Fund
      Albaraka Equity Fund
      Albaraka Income Fund

      MANDATE

      South African - Multi Asset - Medium Equity

      RISK

      Moderate

      FACTSHEET MDD

      PORTFOLIO

      INVESTOR REPORT

      REG 28 COMPLIANT

      MANDATE

      South African - Multi Asset - Medium Equity

      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

        Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. 

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