Shari'ah Funds
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.
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