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.
Your investment is professionally managed by UTL Asset Management Limited.
Gain exposure to a diversified portfolio of Shari'ah-compliant investment opportunities.
Invest in accordance with principles that seek to avoid interest-based transactions, excessive uncertainty, gambling and impermissible activities.
Invest within an investment framework guided by Islamic finance principles.
Shari'ah-compliant investment instruments issued by sovereign entities.
Shari'ah-compliant investment opportunities issued by qualifying corporate entities.
Short-term Shari'ah-compliant investment instruments designed to support portfolio liquidity and stability.
Equity investments in companies that meet applicable Shari'ah screening requirements.
The UTLAM Halal Fund is structured around principles of Islamic finance and seeks to ensure that investments comply with applicable Shari'ah requirements.
The Fund avoids investments and transactions based on interest.
The Fund seeks to avoid transactions involving excessive uncertainty or ambiguity.
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.
Responsible for the professional management of the Fund.
Provides independent oversight of the Fund.
Responsible for custody of Fund assets.
Responsible for maintaining investor records.
Provides Shari'ah advisory oversight.
Provides independent audit services.
| Information | Details |
|---|---|
| Fund Name | UTLAM Halal Fund |
| Fund Manager | UTL Asset Management Limited |
| Unit Price | ₦1.00 |
| Minimum Investment | ₦100,000 |
| Minimum Units | 100,000 |
| Subsequent Investment | Multiples of 50,000 units |
| Dividend Option | Cash / Reinvestment |
| Commencement Date | 18 August 2026 |
| Units Offered | 800,000,000 |
For individuals seeking a Shari'ah-compliant and professionally managed investment solution.
For organisations seeking access to Shari'ah-compliant investment opportunities.
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.
The UTLAM Halal Fund is a Shari'ah-compliant investment fund designed to provide investors with access to professionally managed investment opportunities.
The minimum investment is ₦100,000, representing 100,000 units at ₦1.00 per unit.
No. The Fund is available to investors who are interested in its Shari'ah-compliant and ethical investment approach.
The Fund invests in Shari'ah-compliant opportunities including Sovereign Sukuk, Corporate Sukuk, Islamic money-market instruments and Shari'ah-screened equities.
Yes. Investors may select either Cash or Reinvestment as their preferred dividend distribution option.
The Fund is managed by UTL Asset Management Limited.
Read the Fund's Prospectus for detailed information about the Fund, its investment strategy, risks, fees and terms.
Download and complete the UTLAM Halal Fund application form.
Get a quick overview of the Fund and key investment information.
Take the next step towards investing in a professionally managed portfolio built around Shari'ah principles.
Some of your investments with us will experience fluctuations in value owing to market movements. Our expert advisers will however provide adequate counselling and guidance on products most appropriate for your portfolio objectives.
UTL ASSET MANAGEMENT LIMITED is registered and regulated by the Securities and Exchange Commission, Nigeria, as a Fund/Portfolio Manager.