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HomeAZ Fund 1 - AZ Isl - Global Sukuk A-AZ (ACC)

AZ Fund 1 – AZ Isl – Global Sukuk A-AZ (ACC)

Latest Price NAV

USD
7.09
as of
12/Sep/23

Objective

The fund is a Feeder of the AZ Multi Asset AZ Islamic MAMG Global Sukuk” fund (the Master). The Feeder shall permanently invest at least 85% of its assets in said Master. The objective, investment policy and risk profile of the Feeder and the Master are similar. The Master aims to achieve its investment objective by actively managing a diversified portfolio of fixed and/or variable income debt securities issued by governments, supranational institutions and/or governmental bodies, and/or Sharia-compliant companies.

Key Facts

Launch Date :
1/Oct/13
Asset Type :
Base Currency :
Total Net Asset (USD M) :
76.89
Benchmark :
Index is not available on Lipper Database
Dividend Type :
N.A
Income Distribution :
Retained
Total Expense Ratio % :
2.8
Geographical Focus :
Global
Shariah Compliant
Shariah

Performance

3 Yrs Performance

-1.25

5 Yrs Performance

0.61

10 Yrs Performance

N.A

Top Holdings

1.
AZ MULTI ASSET - AZ ISL - MAMG GL SUKUK MASTER (US
95.2
%
2.
AZ MA - AZ ISL - MAMG GLOBAL SUKUK MASTER EUR DIS
6.26
%
3.
AZ MA - AZ ISL - MAMG GL SUKUK A-ME AED (ACC)
0.01
%
4.
AZ MA - AZ ISL - MAMG GL SUKUK A-ME AED (DIS)
0.01
%
5.
OTHER ASSETS LESS LIABILITIES
6.
CASH AND CASH EQUIVALENTS
-1.48
%

Portfolio Composition

Transaction Information

Annual Charges

Minimum Charge :
0.96
Maximum Charge:
1.44
Actual Charge :
1.2

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:
Azimut Invest
Website :
https://www.azimutinvestments.com/