Welcome
to the Alternative: Shari’ah Compliant Investment
Albaraka Equity Fund
Fund description
The Albaraka Equity Fund provides investors with costeffective access
to a broad spectrum of JSE-listed investments. It is a well-balanced
equity portfolio designed to provide medium- to long-term capital
growth at a high level of risk.
Fund objective
The Albaraka Equity Fund is strictly managed in accordance with
Shari’ah Law and therefore does not invest in shares that
have an association with alcohol, gambling, non-halaal foodstuffs
or interest-bearing instruments. The Shari’ah Supervisory
Board assists in ethical issues and ensures that investments meet
the stringent considerations of the mandate.
Risk factors
The Albaraka Equity Fund is exposed to the movements and sensitivities
of the equity market. The Fund also assumes mandate risk as its
mandate precludes investments in non-Shari’ah compliant shares
including financial shares and interest-bearing instruments.
Oasis Crescent Retirement
Annuity Fund
Overview
This is an essential savings product that allows individuals to
provide for retirement by contributing single or recurring contributions
in a tax efficient manner. Transfers from other approved pension,
provident, and retirement annuity funds are also accepted.
 Moderate
Risk Profile
Oasis Crescent Equity Fund
Overview
The Oasis Crescent Equity Fund provides investors with the opportunity
to invest in listed equities on both local and international stock
exchanges within the ethical parameters of Shari’ah-governed
investment. The Fund is an actively managed, Shari’ah compliant
collective investment scheme that adheres to the ethical investment
guidelines that are prescribed by the FTSE/JSE All Share Index.
 Medium
to High Risk Profile
Oasis Crescent Balanced
Progressive Unit Trust Fund
Overview
The Oasis Crescent Balanced Progressive Unit Trust Fund is an actively
managed prudential Fund that provides investors with the opportunity
to invest in a range of asset classes, comprising:
- Domestic and international listed equities;
- Property; Bonds; and Money market assets
 Low
Risk Profile
Oasis Crescent Retirement
Fund
Overview
The Crescent Retirement Fund is ideally suited to smaller companies,
institutions or schools, and represents a tax efficient investment
vehicle that could provide for member retirement needs whilst satisfying
their ethical concerns by holding investments that are in accordance
with Shari’ah investment guidelines.
Moderate Risk Profile
Oasis Crescent Preservation
Pension and Provident Funds
Overview
The Crescent Preservation Pension Fund and Crescent Preservation
Provident Fund are ideally suited to individuals who have withdrawn
from the service of their employer or have previously been contributing
to either a pension or a provident fund that has dissolved. The
contributions that have been made may be transferred into the Preservation
Pension Fund or Preservation Provident Fund as investment vehicles
that will seek to generate sustainable capital growth in a manner
consistent with retirement provision.
Moderate Risk Profile
Oasis Crescent International
Feeder Fund
Overview
The Oasis Crescent International Feeder Fund is a Shari’ah
compliant rand-based foreign general equity Fund that invests in
offshore dollar-based equities via the Crescent Global Equity Fund
(a top-performing Shari’ah compliant global mutual fund that
forms part of the Oasis Group’s global product range). The
objective of the Fund’s portfolio is to achieve medium to
long-term growth in US dollars
Medium to High Risk Profile
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