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HomeAzzad Wise Capital Fund

Azzad Wise Capital Fund

Latest Price NAV

USD
10.51
as of
13/Sep/23

Objective

The Fund seeks to provide shareholders with capital preservation and income. The Fund seeks to invest primarily in certificates entitling the holder to payment of a fixed return on a periodic basis up to and including maturity, at which time the initial investment will be repaid together with a profit amount.

Key Facts

Launch Date :
6/Apr/10
Asset Type :
Base Currency :
Total Net Asset (USD M) :
233.95
Benchmark :
ICE BofA 1-3 Year Gov/Corporate TR
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
0.89
Geographical Focus :
Global Ex US
Shariah Compliant
Shariah
Responsible Investment
Yes

Performance

3 Yrs Performance

0.85

5 Yrs Performance

1.86

10 Yrs Performance

1.86

Top Holdings

1.
QATAR NATIONAL BANK TIME/TERM DEPOSIT
5.54
%
2.
ARAB BANKING CORPORATION BSC (NEW YORK) TIME/TERM
4.39
%
3.
MAYBANK ISLAMIC BANK TIME/TERM DEPOSIT
4.33
%
4.
CASH AND CASH EQUIVALENTS
3.95
%
5.
AHB SUKUK COMPANY LTD 4.375% 19-SEP-2023
3.56
%
6.
EQUATE SUKUK SPC LTD 3.944% 21-FEB-2024
3.32
%
7.
GULF INTERNATIONAL BANK (UK) TIME/TERM DEPOSIT
3.31
%
8.
ESIC SUKUK LTD 3.939% 30-JUL-2024
3.03
%
9.
QIB SUKUK LTD 3.982% 26-MAR-2024
3.03
%
10.
SA GLOBAL SUKUK LTD .946% 17-JUN-2024
2.67
%

Portfolio Composition

1.
CAYMAN ISLANDS
23.12
%
2.
UNITED STATES
15.08
%
3.
MALAYSIA
7.18
%
4.
INDONESIA
4.65
%
5.
QATAR
4.14
%
6.
UNITED ARAB EMIRATES
2.96
%
7.
BAHRAIN
1.51
%
8.
BERMUDA
1.47
%
9.
KUWAIT
1.32
%
10.
CANADA
0.35
%

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
0.72

Initial Charges

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

Redemption Charges

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

Contact

Company Name:
Azzad Asset Management Inc
Website :
www.azzadfund.com