Australian Islamic Super is a new fund established in March 2018. Performance will be updated monthly as it is generated.

The below performance history was generated by First Guardian Capital in its capacity as Investment Manager for Australian Islamic Super, following the same ethical super, islamic investment mandate as Australian Islamic Super.

1 month 3 month 6 month Since inception % p.a
Australian Islamic Super Ethical Defensive Model -0.24% 4.01% 3.54% 2.58%
Multisector Defensive Market Index 1.28% 3.64% 3.38% 6.22%
Outperformance -1.52% 0.37% 0.16% -3.64%
Australian Islamic Super Ethical Balanced Model -0.32% 5.49% 7.36% 11.25%
Multisector Balanced Market Index 1.43% 6.99% 2.80% 8.61%
Outperformance -1.75% -1.50% 4.56% 2.64%
Australian Islamic Super Ethical Growth Model -0.18% 5.48% 2.52% 6.60%
Multisector Growth Market Index 1.51% 8.62% 2.51% 9.53%
Outperformance -1.69% -3.14% 0.01% -2.93%


Returns are calculated net of management, administration and custody fees, but excluding any adviser fees. Since inception performance is calculated from the model’s inception date of 1 March 2018, and assumes reinvestment of all income. Returns are based on the performance of the Australian Islamic Super Conservative Model Portfolio, based on simplifying assumptions and stock weightings. Actual individual returns of each client’s portfolio will differ depending on factors such as date of initial investment, timing of transactions, contributions and withdrawals. This document comprises general advice only. In preparing it, First Guardian Capital did not take into account the investment objectives, financial situation or particular needs (‘financial circumstances’) of any particular person. Accordingly, before acting on any information contained in this document, you should assess whether an investment is appropriate in light of your own financial circumstances in consultation with your financial adviser. Past performance is not a guide to future performance, future returns are not guaranteed, and a loss of original capital may occur.

This report is NOT intended to be advice 

The information provided on this report is not intended to influence any person in making a decision in relation to a particular financial product, class of financial products, or any interest in either. It does not take into account any person's particular objectives, financial situation or needs. These should be considered before making any decision to invest.

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