EXPECTED RETURNS

What investors can expect in a typical year.

The figures below are not targets or commitments. They are indicative expectations of how an investment in A.L.E.E.F. is positioned to perform, on average, in an average market year, based on the fund’s portfolio composition under the 2026 strategic rebuild. They are provided for context only.

Expected average return

+8.5%

p.a. in hard-currency terms

Net of fees, over a rolling 5-year horizon.

Equity engine · Capital appreciation

12.5%to15.0%

indicative total returns, p.a.

Driven by diversified global equity exposure across selected listed companies and broader equity instruments, managed for long term growth.

Sukuk engine · Stable income

5%to6%

indicative total returns, p.a.

Designed to provide a more predictable income stream that supports regular dividend payments to shareholders.

Important Information

These figures are indicative only. They are not forecasts, guarantees, or commitments. Actual returns may differ materially, and capital invested may rise or fall. Prospective investors should read the Prospectus and consult their professional advisers before investing.