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HomeRasmala Global Sukuk Fund Class A INC

Rasmala Global Sukuk Fund Class A INC

Latest Price NAV

USD
94.78
as of
12/Sep/23

Objective

The funds investment objective is to maximise total investment returns consisting of dividend distributions and capital appreciation by investing in a global portfolio of Sharia compliant supra-national, government, government-related and corporate sukuk (Ijara, Wakala, Mudaraba, Musharaka and Murabaha), including contingent convertible sukuk. The fund will be dynamically managed and expects to make monthly dividend distributions.

Key Facts

Launch Date :
26/Feb/14
Asset Type :
Base Currency :
Total Net Asset (USD M) :
42.33
Benchmark :
Index is not provided by Management Company
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
1.4
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

1.21

5 Yrs Performance

2.76

10 Yrs Performance

N.A

Top Holdings

1.
KSA SUKUK LTD 3.628% 20-APR-2027
5.71
%
2.
OMAN SOVEREIGN SUKUK SAOC 4.397% 01-JUN-2024
5.04
%
3.
KSA SUKUK LTD 2.969% 29-OCT-2029
4.03
%
4.
EMIRATES REIT SUKUK LTD 5.125% 12-DEC-2022
3.93
%
5.
ARABIAN CENTRES SUKUK II LTD 5.625% 07-OCT-2026
3.64
%
6.
ESIC SUKUK LTD 3.939% 30-JUL-2024
3.62
%
7.
OMAN SOVEREIGN SUKUK SAOC 5.932% 31-OCT-2025
3.59
%
8.
PERUSAHAAN PENERBIT SURAT BERHARGA SYARIAH NEGARA
3.38
%
9.
DP WORLD SALAAM 6% 01-JAN-4000
3.37
%
10.
ALPHA STAR HOLDING V LTD 6.625% 18-APR-2023
2.89
%

Portfolio Composition

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
0.85

Initial Charges

Minimum Charge :
N.A
Maximum Charge :
2
Actual Charge :
N.A

Redemption Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
N.A

Contact

Company Name:
KTL