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Welcome to the Alternative: Shari’ah Compliant Investment

Albaraka Equity Fund

Fund description
The Albaraka Equity Fund provides investors with costeffective access to a broad spectrum of JSE-listed investments. It is a well-balanced equity portfolio designed to provide medium- to long-term capital growth at a high level of risk.

Fund objective
The Albaraka Equity Fund is strictly managed in accordance with Shari’ah Law and therefore does not invest in shares that have an association with alcohol, gambling, non-halaal foodstuffs or interest-bearing instruments. The Shari’ah Supervisory Board assists in ethical issues and ensures that investments meet the stringent considerations of the mandate.

Risk factors
The Albaraka Equity Fund is exposed to the movements and sensitivities of the equity market. The Fund also assumes mandate risk as its mandate precludes investments in non-Shari’ah compliant shares including financial shares and interest-bearing instruments.

         

Oasis Crescent Retirement Annuity Fund

Overview
This is an essential savings product that allows individuals to provide for retirement by contributing single or recurring contributions in a tax efficient manner. Transfers from other approved pension, provident, and retirement annuity funds are also accepted.

Moderate Risk Profile

 

Oasis Crescent Equity Fund

Overview
The Oasis Crescent Equity Fund provides investors with the opportunity to invest in listed equities on both local and international stock exchanges within the ethical parameters of Shari’ah-governed investment. The Fund is an actively managed, Shari’ah compliant collective investment scheme that adheres to the ethical investment guidelines that are prescribed by the FTSE/JSE All Share Index.

Medium to High Risk Profile

 

Oasis Crescent Balanced Progressive Unit Trust Fund

Overview
The Oasis Crescent Balanced Progressive Unit Trust Fund is an actively managed prudential Fund that provides investors with the opportunity to invest in a range of asset classes, comprising:

- Domestic and international listed equities;

- Property; Bonds; and Money market assets

Low Risk Profile

 

Oasis Crescent Retirement Fund

Overview
The Crescent Retirement Fund is ideally suited to smaller companies, institutions or schools, and represents a tax efficient investment vehicle that could provide for member retirement needs whilst satisfying their ethical concerns by holding investments that are in accordance with Shari’ah investment guidelines.

Moderate Risk Profile

 

Oasis Crescent Preservation Pension and Provident Funds

Overview
The Crescent Preservation Pension Fund and Crescent Preservation Provident Fund are ideally suited to individuals who have withdrawn from the service of their employer or have previously been contributing to either a pension or a provident fund that has dissolved. The contributions that have been made may be transferred into the Preservation Pension Fund or Preservation Provident Fund as investment vehicles that will seek to generate sustainable capital growth in a manner consistent with retirement provision.

Moderate Risk Profile

 

Oasis Crescent International Feeder Fund

Overview
The Oasis Crescent International Feeder Fund is a Shari’ah compliant rand-based foreign general equity Fund that invests in offshore dollar-based equities via the Crescent Global Equity Fund (a top-performing Shari’ah compliant global mutual fund that forms part of the Oasis Group’s global product range). The objective of the Fund’s portfolio is to achieve medium to long-term growth in US dollars

Medium to High Risk Profile

 
                                                         
 
 
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