Investment Options
Choose how your funds are invested by selecting from three Shariah compliant investment options to suit your investment strategy and risk profile.
The choice is yours!
Growth
A multi-asset Shariah compliant investment portfolio investing across Australian and International Shares, Listed Property Securities, Fixed Income (Shariah Compliant) and Cash, with a higher allocation to growth asset classes.
Balanced
A multi-asset Shariah compliant investment portfolio investing across Australian and International Shares, Listed Property Securities, Fixed Income (Shariah Compliant) and Cash, with a balanced allocation to both growth and conservative asset classes.
Conservative
A multi-asset Shariah compliant investment portfolio investing across Australian and International Shares, Listed Property Securities, Fixed Income (Shariah Compliant) and Cash, with a higher allocation towards conservative asset classes.
Offering Three Unique Investment Options
Hejaz Islamic Super & Pension allows you take control of your superannuation in line with Islamic beliefs and can help you reach your retirement goals faster through range of investment options.
This means that you can choose how your funds are invested by selecting from three Shariah compliant investment options to suit your investment strategy and risk profile.
Hejaz Islamic Growth
Fund features
as at 1 July 2023
Investment Objective
To achieve an investment return (after fees and tax) of 3% pa above the Consumer Price Index
Suggested Minimum Timeframe
Minimum 7 Years
Target Allocation
75% Growth Assets
25% Defensive Assets
Risk Level
High
Administrative Fee
$1.25 per week plus 0.49% p.a.
Investment fees and costs (estimates only)
1% of assets p.a.
Transaction costs (estimates only)
0.05% of assets p.a.
Target Asset Allocation
as at 1 July 2023
Australian Shares 15.78%
International Shares 55.23%
Listed Property Securities 4%
Compliant Income 16.67%
(Shariah Compliant)
Cash 8.33%
Hejaz Islamic Balanced
Fund features
as at 1 July 2023
Investment Objective
To achieve an investment return (after fees and tax) of 2% pa above the Consumer Price Index
Suggested Minimum Timeframe
Minimum 5 Years
Target Allocation
60% Growth Assets
40% Defensive Assets
Risk Level
High
Administrative Fee
$1.25 per week plus 0.49% p.a.
Investment fees and costs (estimates only)
1.06% of assets p.a.
Transaction costs (estimates only)
0.04% of assets p.a.
Target Asset Allocation
as at 1 July 2023
Australian Shares 12.45%
International Shares 43.56%
Listed Property Securities 4%
Compliant Income 33.33%
(Shariah Compliant)
Cash 6.67%
Hejaz Islamic Conservative
Fund features
as at 1 July 2023
Investment Objective
To achieve an investment return (after fees and tax) of 1% pa above the Consumer Price Index
Suggested Minimum Timeframe
Minimum 3 Years
Target Allocation
35% Growth Assets
65% Defensive Assets
Risk Level
Medium
Administrative Fee
$1.25 per week plus 0.49% p.a.
Investment fees and costs (estimates only)
1.15% of assets p.a.
Transaction costs (estimates only)
0.02% of assets p.a.
Target Asset Allocation
as at 1 July 2023
Australian Shares 6.89%
International Shares 24.11%
Listed Property Securities 4%
Compliant Income 61.11%
(Shariah Compliant)
Cash 3.89%