Income Fund
Enjoy regular halal income
At a glance
$50M
Fund Size
5.29%
Net Return p.a*
1.50%
Management Fee
October 2018
Inception Date
Our fund is suitable for
Inheritance
SMSF
Savings
Trust funds
The fund for Australian Muslims
Low fees
We keep our costs low to maximise your investment. Who says halal needs to be expensive?
Performance
Target net annual return measured over the Investment Horizon with low volatility of 5-7% net of fees.
Community values
Specifically designed to help generate a regular halal return on investments while maintaining the highest ethical standards.
Performance
Australia’s Best Performing Islamic Income Fund
As at 31 December 2020 | 1 month (%) | 3 month (%) | 1 year (%) | Since inception (p.a. %) |
---|---|---|---|---|
Income Plus Unit | 0.46 | 1.47 | 5.79 | 5.29 |
- All return figures refer to the Total Net Return, which is the return after the deduction of ongoing expenses based on end-of-month Net Asset Value, assuming reinvestment of all distributions.
- Past performance is not a reliable indicator of future performance.
Making it easy to grow your wealth
When it comes to investing, a little can go a long way. Hejaz makes it easy to invest regularly.
Investment strategy & Fund features
We seek to identify and assess the most appropriate opportunities through disciplined investment reviews and ethical screens. In the due diligence process, all opportunities undergo preliminary analysis including strict Sharia-compliant testing for eligibility by the Fund Manager. Should the investment pass the ethical screens and move beyond preliminary analysis, detailed entity/project/sector research is undertaken. This detailed analysis allows evaluation of key asset risks as well as the proper analysis of the asset’s financing structure and credit risk.
Join the thousands of Muslim Australians who have invested hundreds of millions in an Islamic future.
Important documents
Information Memorandum
Factsheet
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