Shari'ah FundsOur combination of Shari’ah (a religious law) and ethical investing (an investment strategy that seeks to bring about positive change through considered investment decisions) results in a very human approach. Moral, sustainable, and socially conscious. This philosophy inspires the way we work – mindful of how we manage our investment process and our clients’ portfolios.

      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.
      Unit Trusts

      Fund Price Table
      Old Mutual Unit Trust latest fund prices, fund price movements, yield and status.

      Unit Trust Investing
       Unit Trusts can be used to achieve a number of investment and life goals.

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      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

      Download a guideline to understanding your fund fact sheet.