Assisted Search: Shariah compliant strategies – Deadline: Tuesday 20th August 2024
A UK Investment Consultant is using CAMRADATA to run an Assisted Search for Shariah compliant strategies to offer their UK DC pension fund clients.
All funds being proposed must be listed in CAMRADATA Live and returns must be up to date i.e. to 30th June 2024.
Assisted searches are run on behalf of institutional investors with specific search requirements. These are as follows:
| Deadline: | Tuesday 20th August |
| Asset Classes: | Equity/bonds/property |
| Management Approach: | Active / Passive |
| Geographical Focus & Track Record: | Flexible, willing to consider |
| Currency: | USD |
| Fund Structure: | Pooled, Pooled / Mutual, Separately managed account, ETF |
| Performance Target: | Flexible |
| Hard Requirements : | Shariah compliant |
| Investor Profile (optional):: | DC pension schemes |
| Accepted Legal Fund Structures (e.g. UCITS, SICAV etc.): | Any |
| Stage: | Initial Research |
| Additional notes: | The consultant’s clients are not looking to make a “buy” decision at this point, but they are showing much interest in adding a Shariah compliant fund to the self-select fund range they offer DC members. The consultant is keen to understand what’s currently available in the market (for any asset class). |
Please submit relevant vehicle(s) to assistedsearches@camradata.com