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Kagiso Islamic Balanced Fund

Code: KAIB

Overview of Kagiso Islamic Balanced Fund

The Kagiso Islamic Balanced Fund is a Sharia compliant fund which aims to provide Muslim investors with long term capital growth. Sharia, when plainly translated, means "the way" and is the Islamic religious law that governs day-to-day life in Islam. Sharia compliant investing is an area of contemporary finance that is growing in popularity among many investment houses. This fund has a moderate level of risk.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Are Muslim investors requiring a Sharia compliant portfolio which is appropriate for retirement schemes.
  • Want to preserve the purchasing power of their capital over the long term

Benchmark

The Kagiso Islamic Balanced Fund aims to outperform its peers in its fund category, the South African - Multi Asset - High Equity category.

Strategy of Kagiso Islamic Balanced Fund

The Kagiso Islamic Balanced Fund complies with the prudential restrictions for retirement funds, thus is suitable for investors saving for retirement. The fund invests in both domestic and foreign assets The Kagiso Islamic Balanced Fund invests in mainly in socially responsible stocks which exclude non Shari compliant companies such as casinos, and alcohol and tobacco companies.

Fund Manager

abdulazeez davids

Abdulazeez Davids

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?