Tax-Free Unit Trusts

Choosing the right Tax-Free unit trusts for you

Build your future with Al Baraka’s Tax-Free unit trust options. The Tax-Free is an opportunity to gain the full benefits of their capital, plus dividends earned, (which is not subjected to any tax implications). The primary requirement to apply for the Tax-Free unit trusts is that you must be a South African permanent resident. Any individual including children, students, professionals, business people, homemakers, pensioners and retirees, are recommended to invest.  

Tax-Free Old Mutual Al Baraka Balanced Fund

Tax-Free Old Mutual Al Baraka Balanced Fund

An investment platform encouraging all South African citizens and permanent residents to save for their futures with zero tax i...
Tax-Free Old Mutual Al Baraka Equity Fund

Tax-Free Old Mutual Al Baraka Equity Fund

OLD MUTUAL ALBARAKA EQUITY FUNDThis fund provides investors with the opportunity to invest in equities listed on the Johannesb...

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Investing

We’ve made investing safe and simple for you. Now you can deposit  a specific sum of money for a selected period of time (1, 3, 6, 12 or 24 months), and enjoy your share of the expected profits from our partnership, all Shari'ah compliant. You also have the option to withdraw the earned profits at specific times.

Financing

As an Al Baraka partner, we’ll help you select the best option for financing your business activity. We believe in equity and strong relationships, so whichever financing option you choose, you can be sure you’ll be sharing in the benefits of a trusting partnership.