UTLAM Halal Fund - Invest with Purpose

UTLAM Halal Fund

BUILD WEALTH
STAY TRUE TO YOUR VALUE.

₦1.00
Unit Price
₦100,000
Minimum Investment
18 AUG 2026
Commencement Date

Investing with Purpose

The UTLAM Halal Fund provides investors with access to a professionally managed portfolio structured around Shari'ah principles.

The Fund is designed to invest in carefully selected Shari'ah-compliant opportunities while providing investors with a diversified approach to wealth creation.

Whether you are looking to align your investments with your values or seeking a professionally managed investment solution, the UTLAM Halal Fund provides an opportunity to invest with purpose.

Why Invest With UTLAM?

Professional Management

Your investment is professionally managed by UTL Asset Management Limited.

Diversified Portfolio

Gain exposure to a diversified portfolio of Shari'ah-compliant investment opportunities.

Ethical Investment

Invest in accordance with principles that seek to avoid interest-based transactions, excessive uncertainty, gambling and impermissible activities.

Shari'ah Compliant

Invest within an investment framework guided by Islamic finance principles.

Where We Invest

Sukuk Sovereign

Shari'ah-compliant investment instruments issued by sovereign entities.

Sukuk Corporate

Shari'ah-compliant investment opportunities issued by qualifying corporate entities.

Islamic Money Market

Short-term Shari'ah-compliant investment instruments designed to support portfolio liquidity and stability.

Shariah Equities

Equity investments in companies that meet applicable Shari'ah screening requirements.

How It Works

01

CHOOSE

02

APPLY

03

INVEST

04

GROW

Investing Within Shari'ah Principles

The UTLAM Halal Fund is structured around principles of Islamic finance and seeks to ensure that investments comply with applicable Shari'ah requirements.

Riba

Avoiding Interest

The Fund avoids investments and transactions based on interest.

Gharar

Avoiding Excessive Uncertainty

The Fund seeks to avoid transactions involving excessive uncertainty or ambiguity.

Maysir

Avoiding Gambling

The Fund avoids gambling and speculative activities that are inconsistent with Shari'ah principles.

Shari'ah Oversight: The Fund operates with One 17 Ethical Advisory Limited to support compliance with applicable Islamic finance principles.

Fund Manager and Professional Parties

Fund Manager

UTL Asset Management Limited

Responsible for the professional management of the Fund.

Trustee

United Capital Trustees

Provides independent oversight of the Fund.

Custodian

Rand Merchant Bank

Responsible for custody of Fund assets.

Registrar

Coronation Registrars

Responsible for maintaining investor records.

Shari'ah Adviser

One17 Capital Limited

Provides Shari'ah advisory oversight.

Auditor

PwC

Provides independent audit services.

Fund Information

InformationDetails
Fund NameUTLAM Halal Fund
Fund ManagerUTL Asset Management Limited
Unit Price₦1.00
Minimum Investment₦100,000
Minimum Units100,000
Subsequent InvestmentMultiples of 50,000 units
Dividend OptionCash / Reinvestment
Commencement Date18 August 2026
Units Offered800,000,000

Who Can Invest?

Individuals

For individuals seeking a Shari'ah-compliant and professionally managed investment solution.

Corporate & Institutional Investors

For organisations seeking access to Shari'ah-compliant investment opportunities.

You don't have to be Muslim to invest.

The Fund's Shari'ah-compliant and ethical investment approach may appeal to anyone seeking to align their investment choices with specific ethical and financial principles.

Frequently Asked Questions

What is the UTLAM Halal Fund?

The UTLAM Halal Fund is a Shari'ah-compliant investment fund designed to provide investors with access to professionally managed investment opportunities.

What is the minimum amount I can invest?

The minimum investment is ₦100,000, representing 100,000 units at ₦1.00 per unit.

Do I have to be Muslim to invest?

No. The Fund is available to investors who are interested in its Shari'ah-compliant and ethical investment approach.

What does the Fund invest in?

The Fund invests in Shari'ah-compliant opportunities including Sovereign Sukuk, Corporate Sukuk, Islamic money-market instruments and Shari'ah-screened equities.

Can I receive my dividends in cash?

Yes. Investors may select either Cash or Reinvestment as their preferred dividend distribution option.

Who manages the Fund?

The Fund is managed by UTL Asset Management Limited.

Fund Documents

UTLAM Halal Fund Prospectus

Read the Fund's Prospectus for detailed information about the Fund, its investment strategy, risks, fees and terms.

Download Prospectus

Application Form

Download and complete the UTLAM Halal Fund application form.

Download Application Form

Trust Deed

Get a quick overview of the Fund and key investment information.

Download Factsheet

Invest with Purpose

Take the next step towards investing in a professionally managed portfolio built around Shari'ah principles.