An open-ended balanced fund designed for medium-to-long term investment,the fund is tailored for investors with moderate risk appetites.
What is the LOTUS Halal Investment Fund?
The LOTUS Halal Investment Fund is designed for investors with moderate risk tolerance and a medium to long-term investment horizon. The Fund invests in a broadly diversified portfolio of equities and other asset backed investments such as leases and trade finance contracts.
Key Features
- Balanced fund (diversified portfolio)
- Medium Risk Product
- Invest in shariah-compliant instruments
- Flexible entry and exit – liquidity
- Suitable for investing towards medium to long term goals such as retirement and education
- Minimum initial investment of N5,000
- Minimum additional investment of N5,000
Risk
Minimizes risk through diversification.
Returns
Dividend is paid periodically at the discretion of the Fund Manager.
Competitive Returns
The Fund aims to provide competitive returns comparable to conventional instruments with a similar risk profile
Investment Outlook
Suitable for investing towards long term goals such as retirement and education.
Inclusive
The Fund is certified annually for Shariah compliance and is excellent for investors with faith-based or ethical preferences.