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HomeCamissa Islamic Balanced Fund A

Camissa Islamic Balanced Fund A

Latest Price NAV

USD
0.12
as of
13/Sep/23

Objective

The Fund is a Sharia-compliant fund that aims to provide steady long-term returns and capital growth within the constraints of the statutory investment restrictions for retirement funds.

Key Facts

Launch Date :
3/May/11
Asset Type :
Base Currency :
Total Net Asset (USD M) :
81.53
Benchmark :
South Africa ASISA - South African - Multi Asset - High Eq
Dividend Type :
Income
Income Distribution :
Paid
Total Expense Ratio % :
1.51
Geographical Focus :
South Africa
Shariah Compliant
Shariah

Performance

3 Yrs Performance

8.14

5 Yrs Performance

2.38

10 Yrs Performance

1.06

Top Holdings

1.
MONEY MARKET INSTRUMENT GENERAL SECURITY
23.39
%
2.
KAGISO ISLAMIC GLOBAL EQUITY FUND
13.83
%
3.
CAMISSA ISLAMIC HIGH YIELD FUND A
9.78
%
4.
CAMISSA ISLAMIC GLOBAL EQUITY FEEDER FUND B
8.76
%
5.
DATATEC LTD ORD
3.32
%
6.
RIO TINTO
3.28
%
7.
MTN GROUP LTD ORD
2.74
%
8.
ZAR CASH
2.69
%
9.
ANGLO AMERICAN PLATINUM LTD ORD
2.5
%
10.
BHP GROUP LTD ORD
2.01
%

Portfolio Composition

1.
SOUTH AFRICA
34.05
%
2.
UNITED KINGDOM
3.33
%
3.
GERMANY
3.28
%
4.
AUSTRALIA
3.05
%
5.
UNITED STATES

Transaction Information

Annual Charges

Minimum Charge :
N.A
Maximum Charge:
N.A
Actual Charge :
1.25

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:
Camissa
Website :
www.kagisoam.com