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Islamic Portfolios are for investors seeking higher, medium term returns and who can tolerate the short term volatility that such investment may incur, achieving capital appreciation by growing in real terms over time.
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Annual Targeted Return: 15% - 20% |
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Achieved Returns from Inception May 2006 to October 2008 : 28.3%
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Annualized Return : 12.12%
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Bench Mark S&P 500 Annualized Return for the same period: – 3.08%
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Asset Classes
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Bench Mark
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Equities that are Shari’ah compatible.
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S&P 500
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Financial Markets |
Reference Currency
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All Regulated Financial Markets
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USD
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Redemption
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weekly (Monday)
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Minimum Investment
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Minimum Additional Investment |
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Redemption fee
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None
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USD1000
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USD100 |
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Management Fees |
Principal Protection
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None
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None
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Commissions
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Portfolio Tenor
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FIRST Approved commissions list.
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Open ended
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Performance Fees: 20% of profits accrued deducted semi annually
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| Risk Factors | |||
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The associated risk highly is related to not achieving returns due to limitation of Shari’ah compatible equities, loss of part or all of the investment. The investment is not protected. |
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It is important to remember that the value of your investment and can go down and up as it is not guaranteed, and that you the investor may not get back the amount originally invested. Past and simulated performances are not necessarily a guide for future performance. * ROR before deducting the annually performance fees. |
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