A.L.E.E.F. brings together what investors rarely find in one place, disciplined investing, global diversification, and a responsible framework in one professionally managed fund. Rebuilt for a new chapter, these three pillars show how the fund combines clear principles, resilient portfolio design, and long term return potential.
A clear ethical framework that shapes every investment decision and gives returns a more meaningful dimension.
A return profile built around two complementary drivers, long term capital growth and stable income support.
A portfolio designed to stay balanced through global diversification, hard-currency exposure, and a steadier income base.
A.L.E.E.F.’s Ethical Investment Framework is a core part of the fund’s mandate. It is applied from the start, remains in place across all holdings, and helps ensure that portfolio decisions stay aligned with the principles the fund stands for.
In practice, this means a disciplined approach built around responsible business conduct, fairness in financial transactions, avoidance of socially harmful activity, preference for tangible economic activity, and structures that avoid excessive leverage and interest-based income.
It also means purpose is not separate from performance. At each dividend declaration, shareholders may choose to direct part of their eligible dividend to a Board-vetted partner association, creating a direct link between return and impact.
A.L.E.E.F.’s return profile is built on two complementary sleeves working together within one portfolio. One sleeve is designed to drive long term capital appreciation. The other is designed to support a steadier income stream and more regular dividend support.
The equity sleeve gives the fund diversified exposure to global markets through carefully selected listed companies and broader equity instruments. This is the portfolio’s main growth engine and the primary driver of long term capital appreciation.
The Sukuk sleeve adds a more stable income component to the portfolio. It is designed to support regular dividend distributions through an ethically aligned income stream that complements the growth sleeve.
A.L.E.E.F. has been structured to reduce dependence on any single market, currency, or source of return. The aim is not only to grow capital, but to do so through a portfolio designed to stay balanced across changing market conditions.
The portfolio is built across developed and emerging markets globally, reducing concentration in any single economy and helping soften region-specific volatility through broader geographic exposure.
A greater share of the fund’s assets is positioned in hard currencies, helping reduce dependence on local currency weakness and supporting capital preservation over time.
A more stable income base adds balance to the portfolio and supports regular dividend distributions, including during periods when equity markets are less settled.
Explore the strategy in detail from the three building blocks of the portfolio to the responsible investing framework that defines what stays out.