Apply Online
Contact Us
Hejaz Financial Services
Apply Online
Schedule a call
  • Superannuation
    • Super 1
      • Superannuation

        Become an Islamic Superannuation member and receive a $100 welcome gift card.

        Learn more

        Superannuation

        Focusing on a brighter future for Australian Muslims by removing that evil from their super. Interest.

        Book An Appointment
    • Super 2
      • Products
        • Islamic Superannuation
        • Islamic Pension
    • Super 3
      • Things to know
        • How we invest
        • Investment Options
        • Performance
        • Consolidating your super
        • Grow your Super
    • Super 4
      • Tools & Resources
        • Retirement calculator
        • FAQs & Documents
        • Super login
  • Investing
    • Invest 1
      • Invest with Hejaz

        It’s ridiculously easy to start making a difference to your wealth. You just need to start somewhere.

        Get started
    • Invest 2
      • Products
        • Overview
        • Income Fund
        • Balanced Fund
        • Property Fund
        • Equities Fund
    • Invest 3
      • Things to know
        • Getting started with investing
        • 9 Golden rules of investing
        • Savings: it’s simply magic!
        • Super for House Deposit
    • Invest 4
      • Tools & Resources
        • Investment FAQs
        • Forms & Documents
  • Halal ETFs
    • ETF 1
      • Australia's first Sukuk ETF on ASX

        Easy to buy, halal and ethical etf for you to invest in.

        Learn More
    • ETF 2
      • Products
        • Overview
        • ISLM
        • HJZP
        • SKUK
    • ETF 3
      • Things to know
        • How to buy Australia’s first Islamic ETFs
        • What Are the Differences Between Halal Shares and Halal ETF?
  • Finance
    • Finance 1
      • Refinance with Hejaz
        and get $600 cashback*

        It's Easy and Halal!

        Learn More
    • Finance 2
      • Products
        • Overview
        • Gold home finance
        • Flexible home finance
        • Essentials home finance
        • Deposit Builder
    • Finance 3
      • Things to know
        • Shariah compliance
        • Home finance process
        • Refinancing process
        • Investment property guide
    • Finance 4
      • Calculators
        • How much can I borrow?
        • Extra repayments
        • Stamp duty calculator
        • Offset calculator
  • Hayat Protection
    • Hayat 1
      • Hayat Protection

        Protecting everday Muslim Australian's and families.

        Learn more
    • Hayat 2
      • Products
        • Overview
        • Family Protection
        • Illness Recovery
        • Critical Care
        • Loss of Income
    • Hayat 3
      • Things to know
        • No protection? Why take the risk?
        • Plan for the unexpected now
        • Protect yourself through super
        • What’s the right cover
    • Hayat 4
      • Tools & Resources
        • Hayat protection calculator
  • About
    • About 1
    • About 2
      • Who we are
        • About Hejaz
        • Our History
        • Our People
        • Investing In Our Community
    • About 3
      • More
        • Media
        • Blog
  • Support
Hejaz Financial Services

Hejaz
Equities Fund

(Managed Fund)

Providing an Islamic approach to Equities

Apply online
Schedule a call
nmp
FS_Sustainability_Logo_Incorporating-1024×302
financial-standard
age-logo-notagline-colour-1024×250
afr-1024×206

At a glance

Powered by Halal

We screen global equities markets and select only Islamically compliant companies to invest in.

Smart Investing

We actively manage our portfolios, diversifying exposure to high-quality companies across geographies and industries.

Be Different

We aim to invest in high conviction differentiated ideas across growth and value, regardless of their market capitalisation.

Invests in tomorrow’s winners

Creating a positive impact that integrates moral values and socio-economic justice. The Fund’s goals are not merely materialistic but a balance between the financial and spiritual needs through incorporating ethical foundations which are based on achieving prosperity and fair distribution of income and wealth amongst members of the Fund, without negatively impacting society.

Fund features

as at 1 July 2023

Minimum Investment

$10,000

Entry/Exit Fees

NIL

Recommended Timeframe

5-7 Years

Unit Price Update

Daily

Risk Level

Very High

Target Return*

15%

Redemption

30-Days

Fund Size**

$86.14M

*This may change depending on market circumstances

**Fund size refers to fund Net Asset Value (NAV)

 

A full explanation of all the fees and costs that you may be charged for investing in the Fund is provided in the Fund’s Product Disclosure Statement and Target Market Determination.

See Fact sheet

Asset Allocation*

as at 1 July 2023

Con. Discretionary                 35.0%

Materials                                 17.0%

Information Technology        25.5%

Industrials                               3.3%

Health Care                            6.6%

Energy                                        4.2%

Consumer Staples                  3.9%

Other                                          2.8%

Comm Services                         1.8%

*The Fund may maintain an exposure to the asset allocation via investments in underlying funds

As at 30 June 20231 month (%)3 months (%)6 months (%)1 year (p.a. %)ITD (p.a. %)
Total Net Return2.98-0.133.375.06-5.61
Benchmark**3.526.9617.4325.297.27
Excess Return-0.53-7.09-14.06-20.22-12.88

Notes:

  • The portfolio’s inception date for performance calculation purposes is 12 January 2022.
  • *MSCI World Islamic Index is adopted as the benchmark for HEF, calculated in unhedged AUD terms.
  • Total Net Return is the Fund return after the deduction of ongoing expenses based on the end of month NAV unit price assuming reinvestment of all distributions.
  • Past performance is not a reliable indicator of future performance

Fund Details

Hejaz Equities Fund

View Further Details

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.

Apply online

Important information about this calculator, and the assumption on which it is based

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.

new risk profile

See if the Equities Fund is suitable for you with our Risk Profile Quiz

Get started

How do I get started?

icon-55

Apply Online

Apply now by completing our online application form

Apply online
icon-61

Schedule a call

Speak with our investment consultants

Schedule

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

Apply online
Existing customer login

Make your money work for you.

For general information, documents & forms, support and FAQs

Visit the Help Centre
Hejaz Logo

Need help? We’re
always here to
answer your questions

Resources

  • Support
  • Media
  • Knowledge Base
  • Blog
  • Important Documents

Products

  • Superannuation
  • Investments
  • Home Finance
  • Hayat Protection
  • Pension

About Us

  • About Hejaz
  • Our History
  • Our People
  • Investing In Our Community

Hejaz Financial Services © 2023 / All Rights Reserved

Hejaz Capital Pty Ltd ABN 44 161 857 478 T/As Hejaz Financial Services is a Corporate Authorised Representative of Hejaz Financial Advisers Pty Ltd ABN 49 634 683 613 AFSL 517686

Australia Head Office

Level 11, 2 Queen Street, Melbourne VIC, 3000

Post Address : PO Box 96, Flinders Lane VIC, 8009

Indonesia Office

Sampoerna Strategic Square, GoWork 12th Floor North Tower, Jl. Jend Sudirman Kav.45, Jakarta Selatan, 12930

Important Information

*Halal loans are loans that follow the principles of Islamic finance, which prohibit charging or paying interest (riba) and engaging in unethical or speculative transactions.

The information provided is for general purposes only. It does not take into account your personal circumstances. Past performance is not indicative of future performance. Please consider the PDS and TMD located at www.hejazfs.com.au. The information is not an offer or recommendation to make any investment or adopt any investment strategy. You should consider the appropriateness of the information and seek professional advice tailored to your needs before making any financial decisions.

The information is believed to be accurate and current at the time of publication. While all care has been taken in the preparation to ensure the information is correct, it can change from time to time. There is no representation or warranty that any of the information is accurate or complete. To the maximum extent permitted by law, Hejaz Financial Advisers Pty Ltd and its employees, officer, and related entities do not accept any liability for loss arising from any reliance placed on the use of this information.

Hypotheticals, illustrations and examples on the websites are provided for illustrative purposes only. They should not be relied on by individuals when they make investment decisions.

Past performance information is not a reliable indicator of future performance and Hejaz Financial Advisers does not guarantee the performance of any financial products. Any reference to past performance on the website is intended to be for general illustrative purposes only.

All files and information contained in this Website are copyright by Hejaz Financial Advisers, and may not be duplicated, copied, modified or adapted, in any way without our written permission.

Trustees of superannuation funds have a legal responsibility to make certain documents and disclosures available to members. Hejaz Islamic Super & Pension is issued by Equity Trustees Superannuation Limited (ABN 50 055 641 757), as Trustee of AMG Super (ABN 30 099 320 583) (Fund) and is available from a division of AMG Super called Hejaz Islamic Super & Pension. For more information about the Trustee, as well as the Trustee’s prescribed disclosures including board and executive remuneration, please visit the Trustee’s website and see the fund page. The Trustee’s Privacy Statement can also be found on the website.

Information about the Fund’s Annual Member Meeting and Annual Member Outcomes Statement(s) can also be found on the Trustee’s website as they become available.

Hejaz Islamic Super & Pension is a Division of AMG Super. The PDS (link to PDS) and TMD (link to TMD) are issued by Equity Trustees Superannuation Limited (AFSL 229757, RSE Licence No L0001458) as Trustee of AMG Super. A person should consider the information in the PDS and the other important information (including the Members Guide) which form part of the PDS. The Hejaz Islamic Super & Pension PDS contains all information on our super investment options and fees.

Refer a Friend
Privacy Policy
Legal Notices
FSG
Complaints Policy
Privacy Policy
Legal Notices
FSG
Complaints Policy
Schedule a Call
Knowledge Base
Apply Online

Call us: 1300 043 529