An Islamic Super & Investment Fund That Performs Sunday, Jul 01, 2018 by: hejazfsposted in: Blog comments: 0 Ever Considered Investing In An Islamic Super & Investment Fund That Performs? Global Ethical Fund has yet again returned phenomenally. Until June 30th, GEF overwhelmingly outperformed its benchmark. Since its inception, Global Ethical Fund (GEF) has experienced exponential growth and out-performed its benchmark. It has been overwhelmingly accepted by the Muslim community who have experienced a lack of compliant, performing investment options. The GEF Investment Management team are focused and determined to deliver such exceptional performance on a consistent basis over the long-term. When asked about the fund’s performance, Hakan Ozyon, Senior Portfolio Manager of GEF, said “We are proud to offer a fund that is overwhelmingly outperforming the benchmark. Our Balanced option is well diversified and allows members exposure to assets both locally and internationally.” Mr Haseeb Mian Lawyer "Hejaz Financial Services changed my view in relation to investing. I have found the staff and in particular, the Chief Executive Officer, Hakan Ozyon, to be highly knowledgeable, talented, dedicated, passionate, honest and approachable which has allowed me to build a rapport with the team" Mr. Andre Kasmir Madania Foundation "Hejaz Financial Services has been very generous and played an integral part of supporting community events by Madania Foundation and other Indonesian organisation over the last two years. At the same time, I enjoyed a strong positive growth for my superannuation since I switched to Hejaz" Dr. Kashif Izhar Emergency Medicine Director/Specialist "I have invested my Superannuation with Hejaz Financial Services since 2014. They were efficient in consolidating and transferring my super and I did not have to get involved in the process at all. It was seamless. I am very reassured by the fact that over 30 scholars have their super invested with Hejaz" Dr. Syed Imran Chanth Basha Emergency Medicine Specialist "I approached Hejaz Financial Services in 2015 for their Islamic Superannuation services about which i had heard some amazing feedback. I found the team at Hejaz to be professional, helpful and prompt. In addition to Super, they were able to assist me with tax advice, and asset structuring which helped me minimise my tax" BIG Returns in unstable times Inception Date: 17th July 2017 At a time of uncertainty, Islamic investing and GEF has shown it’s superiority yet again with a 7.60% return until the month ending June 30, 2018. The portfolio’s inception date for performance calculation purposes is 17 Jul 2017. CPI Quarterly Trimmed Mean + 3% per annum is adopted to calculate the benchmark return. Latest Returns after fees JULY 17, 2017 – JUNE 30, 2018 7.60% 4.48% Global Ethical Fund Benchmark Past performance is not an indicator of future performance. Please speak to one of our advisers to see if the Global Ethical fund is suitable for you. Excluded investments We rule out companies engaged in the following activities, and more. Approved investments We look for companies who are adhering to our Islamic standards. What makes Hejaz Islamic super for you? Features and inclusions for every member Invest Islamically Invest in assets that are adhering to Islamic standards. Easy account transfer We’ll find your lost super for you, and help you combine your other accounts into Hejaz Islamic Super if you instruct us to. Online account access Access your account anytime online. Update details, check contributions and request rollovers all in one easy place. Join the Islamic movement Join thousands of other Australian Muslims moving their money out of Non-Islamic super funds. Super quick signup All you need is your TFN and 2 ID’s. It’s that simple. Expert fund manager Our fund managers, Global Ethical Fund*, are specialist Islamic investment managers with over 50 years industry experience. Excellent customer service Speak to a real Hejaz Financial Services staff members – no outsourced call centres or long wait times. World class sharia compliance Click here to find out more about our world-class and comprehensive investment filters based on Islamic investment principles. *Directors of Hejaz Financial Services are also the Directors of Eternal Capital Pty Ltd, the Fund Manager for Global Ethical Fund. Common questions Some things you might be wanting to know How do I get my employer to pay to Hejaz? When you join we’ll send you an email and via post your new account details to forward to your employer to help them make payments to your account. How do I check up on my account? You can view your account online anytime via the member portal. You can also call 1300 043 529 or email [email protected] with any enquiries. How do I move my current super? You can apply online (if you’re not yet a member) or by sending in our fact find form. We’ll get in touch with you with the relevant documents and then contact your other funds to transfer your super across, which may automatically close your old account. Can you find my old super accounts? Yes. We run a search with the ATO to find your old accounts. Do I require a SMSF to join? No, you do not require a Self Managed Superfund to join Hejaz. Apply today It’s as easy as 1,2,3 Start with the form below Let’s start with your name, email and phone number. Just a few more details You’ll need to find your tax file number (TFN) so we can match it up with ATO records. We will also ask several questions to understand you better. Hit submit! One of our staff members will get in touch to greet you and then sit back while all relevant documents are being prepared. You’ll then receive your member number. Login to your member portal to view your account online, and check your inbox for an email and a letter by post to pass on to your employer. let's do this Apply Online Join over 2,000 Muslim Australians who’ve made their super Islamic. Seriously. It’s that easy. Online. Electronic signatures. No certified copies. Doing the right thing was never so simple. FULL NAMEEMAIL PHONECommentsThis field is for validation purposes and should be left unchanged. Fund Description Your super will be invested in a balanced option. Investment strategy We believe that the searching for the best investment opportunities should not be limited by borders. We provide investors with exposure to both domestic and international markets. We believe that investment risks can be reduced through adequate diversification. We have a strong capital preservation element with zero exposure to highly geared and complex structures. We focus on value (i.e. discount to intrinsic value) and quality (i.e. businesses with healthy fundamentals and good earnings outlook) in the investment selection process. Return objective We seek to achieve moderate capital and income appreciation over a medium to long term by investing in a diversified portfolio with multi-asset strategies. The Fund aims to achieve CPI plus 3% (before fees) per annum. Find out our Returns here Fees Hejaz Financial Services proudly offers competitive and low ongoing fees of 1.59%* p.a. plus a once off upfront fee of $450+gst. All fees are deducted from your Super account. We are committed to providing Islamic Superannuation accessible and affordable without the compromise of performance. You can see our returns here Furthermore, there is no withdrawal fees and no termination fees for closing your account, *This includes Hejaz Financial Services fee of 1% p.a and platform Administration fee of 0.59%. Plus $60 p.a fixed Administration fee. Competitive Returns Responsible investment funds have outperformed over the last 5 years^ 8.2% 7.5% Average Responsible Investment Fund ^ Multi-Sector Growth Fund Average ^ ^ Source: Responsible Investment Association Australiasia, Responsible Investment Benchmark Report 2016 Australia. Per Annum returns for 5 year period to 30 June 2016, Multi-Sector Growth Funds. Past performance is not an indicator of future performance.