Old Mutual Albaraka
Balanced Fund

      individual our solutions shariah investing old mutual albaraka balanced fund

      What is Old Mutual Albaraka Balanced Fund?


      The best meal is one shared by many. This inspiration applies equally to investing. When you invest responsibly, you ensure that there will be food for many, for generations to come. Invest with Faith.

      Old Mutual, in partnership with Albaraka Bank, offers you the Shari’ah compliant Old Mutual Albaraka Balanced Fund. Ours is a partnership that works for you because we offer you the best of both. Whether you’re a Muslim investor seeking Shari’ah compliant funds, or simply want to manage your wealth in a way that is consciously ethical, you can invest in what you believe in, assured that your rewards remain pure. This moderately aggressive asset allocation fund invests in local and international asset classes including equity, liquid assets and fixed income alternatives, as well as the portfolios of other unit trusts.
      Old Mutual Albaraka Balanced Fund

      This moderately aggressive asset allocation fund invests in local and international asset classes including equity, liquid assets, fixed income alternatives, and portfolios of other unit trusts. It aims to provide investors with long term inflation-beating returns and reduced risk through diversification. It is regulation 28 compliant and is suitable for retirement fund investors.

      The minimum investment amounts are R10 000 lump sum or R500/month.

      Fact sheet | Application Form | Fund Certificate

      Old Mutual Albaraka Balanced Fund
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        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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