Managed Funds

In a managed fund, your money is pooled together with other investors. An investment manager then manages those funds by investing into a portfolio. Hejaz Financial Services offer access to Islamic (Halal) Managed Funds, with our preferred Managed Fund being the Global Ethical Fund1.

Investing with Hejaz Financial Services in an Islamic Managed Fund allows you purchase units in a fund rather than individual assets. This allows you to diversify across a range of asset classes and access sophisticated investment products not always available to individual investors. A diversified investment is one which is invested into a variety of asset classes to minimise risks and maximise returns. Liquidity is the ability to withdraw all or a portion of an investment within a short period of time, usually up to 30-days.

Mr Haseeb Mian

Lawyer

"Hejaz Financial Services changed my view in relation to investing. I have found the staff and in particular, the Chief Executive Officer, Hakan Ozyon, to be highly knowledgeable, talented, dedicated, passionate, honest and approachable which has allowed me to build a rapport with the team"

Mr. Andre Kasmir

Madania Foundation

"Hejaz Financial Services has been very generous and played an integral part of supporting community events by Madania Foundation and other Indonesian organisation over the last two years. At the same time, I enjoyed a strong positive growth for my superannuation since I switched to Hejaz"

Dr. Kashif Izhar

Emergency Medicine Director/Specialist

"I have invested my Superannuation with Hejaz Financial Services since 2014. They were efficient in consolidating and transferring my super and I did not have to get involved in the process at all. It was seamless. I am very reassured by the fact that over 30 scholars have their super invested with Hejaz"

Dr. Syed Imran Chanth Basha

Emergency Medicine Specialist

"I approached Hejaz Financial Services in 2015 for their Islamic Superannuation services about which i had heard some amazing feedback. I found the team at Hejaz to be professional, helpful and prompt. In addition to Super, they were able to assist me with tax advice, and asset structuring which helped me minimise my tax"

Conventional Balanced Allocation Vs Islamic Balanced Allocation

Conventional funds do not generally invest in a Sharia compliant manner. With Hejaz Financial Services, you can be assured that your Investments are being managed in a Sharia-compliant manner with an aim to enhance the growth of your funds so that you can maximise your financial benefits.

Conventional Balanced Allocation^
  • Australian Equities
  • Int. Equities
  • Property
  • Alternatives
  • Fixed Interest
  • Cash

^Morningstar Balanced – Managed Fund (31 May 2017)

Hejaz Islamic Balanced Allocation
  • Australian Equities
  • Islamic Bonds & Cash
  • Int. Equities
  • Alternatives
  • A-REITs (Aus. Property)
  • I-REITs (Int. Property)

Withdrawals

Hejaz proposes to satisfy any withdrawal requests within 30 days of receipt of a written withdrawal request. Funds will be paid to your nominated bank account.

How can Investments Help You

Ali has $25,000 to buy a car today but decides to invest his money instead. Why would he invest his hard earned money, when he could buy an asset (car) today?

Answer: Ali believes that he will gain more in the future by putting his cash money into a Halal investment account, instead of purchasing an asset now.

Halal investment opportunities are defined as giving up spending today and attaining more in the future. For example, if an individual chooses to invest $25,000 for 10 years instead of spending it today, their Islamic financial investment funds will increase to $49,179.00 (based on a 7% per annum compounded return). On the other hand, if the individual purchased a non-appreciative asset (car) their funds would have lost value and depreciated considerably.

  • No minimum period to invest
  • No lock in contracts
  • Minimum $10,000

Hejaz considers the security of its clients’ funds to be of paramount importance and as such, all clients’ funds are held on an APRA approved superannuation/Investment platforms in the clients’ name which provides a secure and safe environment.All clients receive a PIN Code and Username to have online access to track all their investments and transactions under their account. This will provide all clients with a peace of mind.

All clients receive a PIN Code and Username to have online access to track all their investments and transactions under their account. This will provide all clients with a peace of mind.

When you make a financial investment, you are also making an investment in the type of future you want.This is at the heart of Islamic investments.

This is at the heart of Islamic investments. Do you want to invest in a world with more Alcohol,
Tobacco and poker machines, or a world with more clean energy, affordable medicine and natural resources? The good news is, you can invest in positive activities and enjoy a good financial return by investing Islamically with Hejaz.

Performance
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Sharia Compliance
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1 Directors of Hejaz Financial Services are also the Directors of Eternal Capital Pty Ltd, the Fund Manager for Global Ethical Fund.

Making the switch is easy with Hejaz

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