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.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.
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
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 – 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