LOTUS Halal
Investment Fund (Halal)

The Halal Investment Fund is designed for investors with moderate risk tolerance and a medium to long-term investment horizon.

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.

Inclusive

The Fund is certified annually for Shari’ah compliance and is excellent for investors with faith-based or ethical preferences.

Competitive Returns

The Fund aims to provide competitive returns comparable to conventional instruments with a similar risk profile

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