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Unit Trusts

Old Mutual Albaraka Shariah Fund

Please click to download the Application Form or Tax-Free Application Form

The Old Mutual Albaraka Equity Fund is a fully balanced equity portfolio consisting of share investments across all sectors of the JSE.

The distinguishing feature of the Old Mutual Albaraka Equity Fund is that no investments will be made in liquor, tobacco or gambling related industries and that no interest-bearing securities other than those required to satisfy statutory requirements will be held. Great care has been taken in the research and construction of this portfolio to ensure that these criteria have been complied with at all times.

The Old Mutual Albaraka Equity Fund will appeal to those investors who, for moral or religious reasons, wish to exclude the abovementioned sectors of the economy from their investment portfolio. An investment term of at least three to five years is recommended for this portfolio.

Click to view our Old Mutual Albaraka Equity Fund Shariah Certificate

Click to view our Old Mutual Albaraka Balanced Fund Shariah Certificate

Click for the latest Equity Fund Fact Sheet

Click for the latest Balanced Fund Fact Sheet

Click to view Old Mutual Shariah Fund Range

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Page last updated: 2017-05-18 | version: 45

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Albaraka Bank Ltd Reg No 1989/003295/06. Albaraka Bank Ltd subscribe to the Code of Banking Practice of The Banking Association South Africa and, for unresolved disputes, support resolution through the Ombudsman for Banking Services. Albaraka Bank Ltd are an authorised financial services provider. Albaraka Bank Ltd is a registered credit provider in terms of the National Credit Act, 34 of 2005 (NCR Reg No NCRCP14).  An Authorised FSP No.: #4652