EPI AGGRESSIVE FUND

Aggressive Portfolio

The Shariah-Compliant Aggressive portfolio has the highest allocation to Shariah-compliant equities among all options. It's designed for investors with a high-risk tolerance seeking maximum long-term growth potential, understanding that it may come with significant short-term volatility.

Table of Contents

The Shariah-Compliant Aggressive Growth Fund

Investment Objective:

The Fund seeks to achieve maximum long-term capital appreciation through a diversified portfolio of Shariah-compliant investments. It aims to provide investors with an aggressive growth-oriented, ethically-aligned investment approach across multiple asset classes and global markets.

Key Features:

  1. Shariah Compliance: Strictly adheres to AAOIFI guidelines and Islamic finance principles, ensuring all investments are ethically sound and interest-free.
  2. Aggressive Growth-Focused Asset Allocation:
    1. Shariah-compliant equities (85-90%): Heavy emphasis on large-cap stocks in developed and emerging markets
    2. Shariah-compliant REITs (5-7%): Providing exposure to global real estate markets
    3. Cash and short-term Islamic instruments (0-5%): For liquidity management
  3. Global Diversification: Invests primarily in a mix of domestic and international Shariah-compliant securities, with significant exposure to emerging markets, maximizing growth potential and diversification.
  4. Capital Appreciation: Strong focus on long-term growth through carefully selected Shariah-compliant stocks across various sectors and geographies.
  5. Ethical Investment Approach: Aligns with broader ESG principles, appealing to conscientious investors seeking faith-based and socially responsible aggressive growth investments.
  6. Benchmark Tracking: Utilizes established Islamic indices for performance measurement across different asset classes and regions.

Investment Strategy:

The Fund employs an aggressive growth strategy, allocating a substantial portion of assets to Shariah-compliant equities while maintaining a small position in REITs for diversification. It seeks to capitalize on global growth opportunities, with a particular emphasis on emerging markets, while maintaining a strong ethical framework. The equity portion focuses on large-cap stocks with high growth potential, including significant allocation to emerging markets. The small allocation to Shariah-compliant REITs offers additional diversification and growth potential in the real estate sector.

The Fund employs an aggressive growth strategy, allocating a substantial portion of assets to Shariah-compliant equities while maintaining a small position in REITs for diversification. It seeks to capitalize on global growth opportunities, with a particular emphasis on emerging markets, while maintaining a strong ethical framework. The equity portion focuses on large-cap stocks with high growth potential, including significant allocation to emerging markets. The small allocation to Shariah-compliant REITs offers additional diversification and growth potential in the real estate sector.

Aggressive Portfolio

The Shariah-Compliant Aggressive portfolio has the highest allocation to Shariah-compliant equities among all options. It's designed for investors with a high-risk tolerance seeking maximum long-term growth potential, understanding that it may come with significant short-term volatility.
  • Edited 2 months ago

Our firm's Motto:

The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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Our firm's Motto:

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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