Fund Details

STANLIB Shari'ah Equity Fund

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The investment objective of the STANLIB Shari’ah Equity Fund is to primarily generate capital growth over the medium to long-term, while conforming to the religious and cultural beliefs of Muslim investors. The generation of income will be a secondary objective.

Key Features of Fund

Class A

  • Launch date: 01 Sep 2007
  • Income distribution: Net revenue is calculated daily and distributed bi-annually.
  • Recommended investment period:
  • Investment minimums
    • Lump sum: R 5000
    • Monthly debit order: R 500
  • Maximum upfront charge: 0.00%
  • Service charge: 1.71%

Class B1

  • Launch date: 29 Jun 2007
  • Income distribution: Net revenue is calculated daily and distributed bi-annually.
  • Recommended investment period:
  • Investment minimums
    • Lump sum: R 5000
    • Monthly debit order: R 500
  • Maximum upfront charge: 0.00%
  • Service charge: 1.14%

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Disclaimer
Figures quoted are from Morningstar for the period ending  for a lump sum, using NAV-NAV prices and do not take any upfront managers charge into account. Income distributions are declared on the ex-dividend date. Actual investment performance will differ based on the upfront managers charge applicable, the actual investment date and the date of reinvestment of income. Past performance is not necassarily an indication of future performance.
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