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Managed Islamic Global Fund

The following information for the Managed Islamic Global Fund is as of the 31st December 2021.

If you would like up to date information you can access this on your MyPlans account >

Fund Objective

The fund aims to provide investors with long-term capital growth through investment in a portfolio of equity securities issued by companies from around the world. Investment is permitted in equity securities of companies approved by a Shariah Advisory Board appointed by the Investment Manager and which are compliant with shariah law.

How has the fund been performing?

See how the unit price of this fund has performed over the past 5 years.

 

Growth to 31st Dec 2021

Fund name

1 Yr

3 Yrs

5 Yrs

Managed Islamic Global Fund

24.1% 76.3% 76.7%

 

Change in price of units over one year period to 31st Dec 2021

Fund name

2021

 2020

2019

 2018

2017

Managed Islamic Global Fund

24.1% 18.0% 20.5% -9.1% 10.2%

Shariah performance graph 2021

Please remember that, with a unit-linked investment, the value of your investment may go down as well as up, and that past performance should not be seen as an indication of future performance.

Sector Allocation

The range of sector which form part of your fund and what it invests in.

Shariah performance graph 2021

 

Top 10 Holdings

The largest company holdings that the fund invests in.

Company

% of fund

Apple

6.7

Microsoft corporation

6.1

Alphabet

4.0

Amazon

2.5

Meta Platforms

2.0

Johnson & Johnson

1.8

Taiwan Semiconductor Manufacturing

1.6

Home depot

1.5

Pfizer

1.4

Roche Holding

1.4

Total

29.0

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