EPI GROWTH FUND

Growth Portfolio

The Shariah-Compliant Growth Portfolio has a higher allocation to Shariah-compliant equities, aiming for substantial long-term capital appreciation. It's suitable for investors with a higher risk tolerance and a longer investment horizon.

Table of Contents

The Shariah-Compliant Growth Fund

Investment Objective:

The Fund seeks to achieve long-term capital appreciation through a diversified portfolio of Shariah-compliant investments. It aims to provide investors with a growth-oriented, ethically-aligned investment approach across multiple asset classes and global markets.

Key Features:

  1. Shariah Compliance: Strictly adheres to AAOIFI guidelines and Islamic finance principles, ensuring all investments are ethically sound and interest-free.
  2. Growth-Focused Asset Allocation:
    1. Shariah-compliant equities (80-85%): Emphasis on large-cap stocks in developed and emerging marketsSukuk and Islamic investment certificates (5-10%): For portfolio stabilization and minimal income generationShariah-compliant REITs (4-6%): Providing exposure to global real estate markets
  3. Global Diversification: Invests in a mix of domestic and international Shariah-compliant securities, with significant exposure to emerging markets, enhancing growth potential and diversification.
  4. Capital Appreciation: Primary focus on long-term growth through carefully selected Shariah-compliant stocks across various sectors and geographies.
  5. Ethical Investment Approach: Aligns with broader ESG principles, appealing to conscientious investors seeking faith-based and socially responsible growth investments.
  6. Risk-Managed Growth: While focusing on growth, the fund maintains a small allocation to Sukuk and REITs for stability and diversification.
  7. Benchmark Tracking: Utilizes established Islamic indices for performance measurement across different asset classes and regions.

Investment Strategy:

The Fund employs a growth-oriented strategy, allocating a substantial portion of assets to Shariah-compliant equities while maintaining small positions in Sukuk and REITs for diversification. It seeks to capitalize on global growth opportunities, with a particular emphasis on emerging markets, while maintaining a strong ethical framework. The equity portion focuses on large-cap stocks with strong growth potential, while the Sukuk component provides minimal income and acts as a stabilizer during market volatility. The allocation to Shariah-compliant REITs offers additional diversification and growth potential in the real estate sector.

The Fund is ideally suited for investors seeking a Shariah-compliant alternative to traditional growth funds, offering significant capital appreciation potential. It’s designed for those with a high risk tolerance who desire a growth-oriented, ethically-aligned investment approach with a long-term perspective.

Growth Portfolio

The Shariah-Compliant Growth Portfolio has a higher allocation to Shariah-compliant equities, aiming for substantial long-term capital appreciation. It's suitable for investors with a higher risk tolerance and a longer investment horizon.
  • Edited 1 day ago

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The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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