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27four Shari’ah Balanced Prescient Fund of Funds
Code: 27SA1
Overview:
The 27four Shari'ah Balanced Fund of Funds is an Islamic law compliant fund with a moderate risk portfolio providing diversification over different asset classes and fund managers. The fund is designed to deliver investment returns in excess of consumer price inflation over the medium-term. Some level of volatility and capital movements is to be expected over the short-term.
Fund performance
Source: Profile Data
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Suitable for investors who:
- Seek an inflation beating fund which is Sharia compliant and balanced in nature.
- Have a medium-term investment horizon.
- Have a primary objective of moderate capital growth and income generation.
Benchmark:
South African Multi-Asset High Equity Category Average.
Strategy:
The 27four Shari’ah Balanced Fund of Funds aims for diversification by investing in a combination of Shari’ah compliant equity funds, Murabahah contracts and commodity products both locally (Rand) and internationally (Dollar).
Fund Manager
27Four Investment Managers
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Investonline Portfolio Performance
Actual 10-year performance annualised from Sept 2013 to Sept 2023
9.2% Aggressive 10 Yr Annualised
8.0% Moderate 10 Yr Annualised
7.2% Conservative 10 Yr Annualised
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