Managed Islamic Global Fund
The following information for the Managed Islamic Global Fund is as of the 31st December 2021.
If you would like up to date information you can access this on your MyPlans account
Fund Objective
The fund aims to provide investors with long-term capital growth through investment in a portfolio of equity securities issued by companies from around the world. Investment is permitted in equity securities of companies approved by a Shariah Advisory Board appointed by the Investment Manager and which are compliant with shariah law.
How has the fund been performing?
See how the unit price of this fund has performed over the past 5 years.
Growth to 31st Dec 2021
|
Fund name |
1 Yr |
3 Yrs |
5 Yrs |
|---|---|---|---|
|
Managed Islamic Global Fund |
24.1% | 76.3% | 76.7% |
Change in price of units over one year period to 31st Dec 2021
|
Fund name |
2021 |
2020 |
2019 |
2018 |
2017 |
|---|---|---|---|---|---|
|
Managed Islamic Global Fund |
24.1% | 18.0% | 20.5% | -9.1% | 10.2% |
Please remember that, with a unit-linked investment, the value of your investment may go down as well as up, and that past performance should not be seen as an indication of future performance.
Sector Allocation
The range of sector which form part of your fund and what it invests in.
Top 10 Holdings
The largest company holdings that the fund invests in.
|
Company |
% of fund |
|---|---|
|
Apple |
6.7 |
|
Microsoft corporation |
6.1 |
|
Alphabet |
4.0 |
|
Amazon |
2.5 |
|
Meta Platforms |
2.0 |
|
Johnson & Johnson |
1.8 |
|
Taiwan Semiconductor Manufacturing |
1.6 |
|
Home depot |
1.5 |
|
Pfizer |
1.4 |
|
Roche Holding |
1.4 |
|
Total |
29.0 |
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