How this company measures up on the fundamentals that matter
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity securities. It invests primarily in U.S. large-capitalization companies, selected through a fundamental, bottom-up research process to construct a high conviction portfolio. The fund is non-diversified.
Five compliance checks based on AAOIFI standards — all must pass for ethical clearance
Trading characteristics and market positioning
Balance sheet strength and cash generation — the foundation of long-term value
Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03