Islamic Principled Super Fund Australian Islamic Super provides Investors with access to Australian Choice Super, via a pathway that meets the requirements of Australia’s Muslim community. Australian Choice Super is an ethically managed, Shariah compliant Superannuation Fund, that is distributed in Australia through a family of brands that together embrace the principles of sustainable and socially responsible investment

AUSTRALIAN Islamic SUPER

Growth STRATEGY

Portfolio Description

A diversified portfolio of predominantly growth assets, such as Australian shares, property and international securities along with cash, gold and income producing securities.

Investment Objective

To provide exposure to an actively managed portfolio of predominantly and growth assets, with the potential for capital growth over the investment timeframe, whilst abiding by ethical investment principles. The strategy aims to deliver returns above those of the Australian share market whilst providing comparable levels of volatility.

Performance Objective

To outperform the average annual rate of Australia’s Consumer Price Index (CPI) by at least 7% p.a. over the minimum investment timeframe.

Suggested Minimum Investment Timeframe

6 years

Investor Suitability

Investors who:
  1. 1. Require a growth focused portfolio, diversified across all major asset classe
  2. 2. Seek capital growth over the medium to long term with a low level of income
  3. 3. Accept a medium to high degree of volatility (loss) associated with a relatively higher exposure to growth assets
  4. 4. Are prepared to invest for the minimum investment timeframe
  5. 5. Accept the risk of price fluctuations particularly over periods less than the minimum investment timeframe and that capital preservation is not guaranteed
  6. 6. Understand that in some circumstances, some assets may fall in value due to changes in the prevailing economic climate
  7. 7. Understand that international assets are invested in foreign currencies which may increase the extent of fluctuations in the value of certain investments held in the portfolio
Range and indicative allocation of Growth/Defensive assets Asset Class Asset Class Range Indicative Allocation
Defensive 20 to 50% 30%
Growth 50 to 80% 70%
Range of indicative allocation of each asset class Investment Range Indicative Allocation
Australian Equities 20 to 50% 30%
Property & Infrastructure 0 to 30% 10%
International Equities 15 to 45% 30%
Defensive Property (listed) 10 to 20% 5%
Gold & Commodities 10 to 30% 23%
Cash 0 to 25% 2%
Authorised Investments Exchange Traded Funds (ETFs); Managed Investment Schemes; Australian Real Estate Investment Trusts (A-­‐REITs) and Property Related Securities; Australian Shares; Initial Public Offerings (IPOs); Cash.
Indicative number of holdings 25 to 60
Risk Profile High (risk band 6)
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