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Hejaz Financial Services

Performance

An Islamic super and investment fund that performs.

One, it’s Islamic… Two,

As part of our commitment to improving transparency, we offer daily unit prices for the Global Ethical Fund. Unit prices act in the same way as to share values, shifting with the market. Daily unit prices allow for account value updates in close-to-real-time and represent an important step in our commitment to improving our members’ retirement journey.

Global Ethical Fund

Global Ethical Fund, Australia’s best performing Islamic super option for 19/20.
Performance as at 31 December 2019

Investment option1 Month (%)3 Months (%)1 year (%)
Global Ethical Fund Balanced0.482.8015.09
Cash & Compliant Income (Ethical Income Fund)
45.5% / 100 %
Australian Equities
23.8% / 100 %
International Equities
22.1% / 100 %
Alternatives
6.8% / 100 %
Int Property Securities
1.1% / 100 %
AU Property Securities
0.6% / 100 %
  • The portfolio’s inception date for performance calculation purposes is 15 Jul 2017.
  • CPI Quarterly Trimmed Mean + 3% per annum is adopted to calculate the benchmark return.
  • Total Net Return is the Fund return after the deduction of ongoing expenses based on end of
    month redemption price assuming reinvestment of all distributions.
  • Past performance is not a reliable indicator of future performance.
  • Members should be aware that the returns applied to their account will depend on the period of time they were invested in the option, and the timing of cash flows into and out of their account.
Ethical Income Fund

Performance as at 31 July 2020

Unit Class1 year (% annualised)Since Inception (%)
Income Plus Units5.335.15
  • All return figures refer to the Total Net Return, which is the Fund return after the deduction of ongoing expenses based on end of month Net Asset Value (NAV).
  • The one year annualised return figures are calculated by annualising the “since inception returns”.
  • It is assumed that all unit classes have constant daily return over reporting period.
  • All return figures are calculated on time-weighted basis and compounded daily.
  • Past performance is not a reliable indicator of future performance.

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ABN: 44 161 857 478 ACN: 161 857 478 Authorised Rep of InterPrac Financial Planning Pty Ltd (AFSL 246638). Australian Credit Licence 480542. Tax agent number 25214708.

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