In addition to the overriding aim of providing superior investment performance based on our proven investment philosophy, the Kagiso Islamic funds also seek to deliver a high level of integrity:
- Transparency. We believe that the socially conscious investor’s need for full transparency outweighs our risk of commercial encroachment (competitors replicating our process or shadowing our portfolios).
- Experience. Our team of experienced equity analysts and the use of our extensive systems and database, lend considerable support to the process of verifying the Sharia eligibility of selected stocks.
- Active engagement. Our Sharia advisers are directly involved in setting up the investment process and are an integral part of the final stock screening and monitoring process.
- Pro-activeness and buy in. We firmly believe in the underlying ethical principles of Islamic Finance. We believe that the aim is to provide moral investment exposure rather than a blind following of rules. To this end, a stock that may pass through the qualitative and financial screens can still be excluded on closer judgement by our Sharia advisers.