Hejaz Property Fund (Managed Fund)
Not applicable
To achieve a (total) return equal to movements in the MSCI World REITs Index (USD) hedged to AUD over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant REIT investments.
1 month | 3 months | 6 months | 1 year | 3 years (% p.a.) | 5 years (p.a.) | Since launch | Since launch (p.a.) | |
---|---|---|---|---|---|---|---|---|
Property | -2.65% | -4.49% | -7.18% | -3.24% | -5.63% | - | -18.83% | -6.28% |
Benchmark | -2.46% | 2.80% | -6.72% | 5.79% | -4.36% | - | -13.55% | -4.43% |
Excess Return | -0.19% | -7.29% | -0.46% | -9.03% | -1.27% | - | -5.28% | -1.85% |
Investments can go up and down. Past performance is not a reliable indicator of future performance.
AustralianREITs | 22.1% | |
International REITs | 64.3% | |
Cash | 13.6% |
Australia | 25.5% | |
USA | 74.5% |
Specialized REITs | 34.8% | |
Residential REITs | 27.5% | |
Industrial REITs | 19.7% | |
Retail REITs | 18.0% |
Hejaz Property Fund (Managed Fund) (HPF) seeks to achieve a total return equal to movements in the MSCI World REITs Index (USD) hedged to AUD over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Sharia Compliant REIT investments.
• Our goals are not merely materialistic but a balance between the financial and spiritual need through incorporating ethical foundations which are based on achieving prosperity and fair distribution of income and wealth amongst members of the Fund, without negatively impacting society.
• Hejaz Property Fund (Managed Fund) offers investors a simple way of accessing a diversified portfolio of investments across a variety of securities within the REIT asset class, including international REITs and domestic REITs.
• Hejaz Property Fund (Managed Fund) applies a rigorous and robust investment approach which encompasses an analysis of both quantitative and qualitative factors. It adopts an adaptive investment style by considering investments in terms of value, quality, and growth, across the short, medium and long term.
Hejaz Asset Management Pty Ltd ABN 69 613 618 821 (“Hejaz Asset Management” or the “Investment Manager”) is an Australian based fund manager specialising in Sharia ethical and compliant investments.
Hejaz Asset Management are specialists in:
• Offering boutique ethical advisory and investment services.
• Providing expertise in the sciences of Islamic jurisprudence, specifically Islamic finance and investments.
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