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HomeAmana Participation Fund;Institutional

Amana Participation Fund;Institutional

Latest Price NAV

USD
9.54
as of
13/Sep/23

Objective

The Fund seeks capital preservation and current income, consistent with Islamic principles. Capital preservation is its primary objective. It invests 80% of its assets in short and intermediate-term Islamic income producing investments. It invests in notes and certificates issued for payment by foreign governments.

Key Facts

Launch Date :
28/Sep/15
Asset Type :
Base Currency :
Total Net Asset (USD M) :
213.22
Benchmark :
Index is not available on Lipper Database
Dividend Type :
N.A
Income Distribution :
Paid
Total Expense Ratio % :
0.56
Geographical Focus :
United States of America
Shariah Compliant
Shariah
ESG
Yes
Responsible Investment
Yes

Performance

3 Yrs Performance

-0.70

5 Yrs Performance

1.79

10 Yrs Performance

N.A

Top Holdings

1.
CASH AND CASH EQUIVALENTS
6.02
%
2.
ICD SUKUK COMPANY LTD 5% 01-FEB-2027
4.67
%
3.
DIB SUKUK LTD 5.493% 30-NOV-2027
4.34
%
4.
KFH TIER 1 SUKUK LTD 3.6% 31-DEC-2200
4.1
%
5.
RIYAD SUKUK LTD 3.174% 25-FEB-2030
4.05
%
6.
TNB GLOBAL VENTURES CAPITAL BHD 3.244% 19-OCT-2026
3.98
%
7.
SA GLOBAL SUKUK LTD 2.694% 17-JUN-2031
3.9
%
8.
EMAAR SUKUK LTD FRN 07-JUN-2031
3.87
%
9.
SAUDI TELECOM CO FRN 13-MAY-2029
3.83
%
10.
DP WORLD SALAAM 6% 01-JAN-4000
3.64
%

Portfolio Composition

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
0.5

Initial Charges

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

Redemption Charges

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

Contact

Company Name:
Saturna Capital Corporation
Website :
www.saturna.com