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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


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


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 managers

abdulazeez davids

Abdulazeez Davids

Other funds from Kagiso

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