Hejaz Global Ethical Fund
Australia’s largest single standalone Islamic fund
At a glance
Increase your wealth with investment returns by investing in Islamically compliant portfolios.
Islamically compliant investments with zero compromise on investment performance.
Strategic exposure to investments with positive social benefits.
Investment style and strategy
The fund seeks to achieve moderate capital and income appreciation over the medium to long term by investing in a diversified portfolio with multiasset strategies. The Fund aims to achieve CPI plus 3% (after fees) per annum.
We integrate moral values and socio-economic justice with a balance between financial and spiritual needs through incorporating ethical foundations across all investment decision-making processes.
The fund provides an investment solution to investors seeking Sharia-compliant investing. We apply our asset management expertise, strict screening process, and in combination with the knowledge and advice of Sharia scholars to offer investors a Sharia-compliant portfolio.
Fees & Costs
Unit Price Update
|As at 28 February 2022||1 month (%)||3 months (%)||1 year (%)||3 years (p.a. %)||Inception (p.a. %)|
|Total Net Return||-2.27||-3.43||5.17||5.27||5.48|
(CPI + 3% p.a.)
The returns shown above are net of investment fees. They may differ from your actual returns. Your actual net returns will appear in your annual statement. Past performance is not a reliable indicator of future performance.
Compliant Income 42.0%
International Equities 28.9%
Australian Equities 12.2%
Int Property Securities 3.8%
AU Property Securities 1.6%
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.
This calculator demonstrates the effect of compounding to illustrate how regularly investing small amounts can help you reach your financial goals over the medium to long term. It is not a prediction and your actual outcome when investing will be different, including that your investment returns could be negative.
This calculator is based on specific assumptions and limitations, including that your selected return rate will compound annually and that investment returns are reinvested. It does not take into account the impact of fees or taxes.
Investment returns will vary based on your investment strategy, as well as the asset class and specific product you’ve chosen and how the assets in that portfolio perform. This calculator is not a substitute for professional advice and shouldn’t be relied upon for making a financial decision.
See if the Global Ethical Fund is suitable for you with our Risk Profile Quiz
How do I get started?
Apply now by completing our online application form
Schedule a call
Speak with our investment consultants
What happens next?
You’ll get access to your account online
After applying you, will get online access with many great features:
Notifications and emails to keep you informed
Investment information and progress tracking
Access to all your transactions and statements