AMIPX

About AMIPX

Amana Participation Fund Institutional Shares is an actively managed mutual fund focused on capital preservation and current income within an Islamic finance framework. It primarily invests in short- and intermediate‑term income‑producing securities that comply with Sharia principles, emphasizing sukuk and other Islamic participation certificates rather than conventional interest‑bearing bonds. The strategy targets a lower‑volatility profile than equities while maintaining prudent interest‑rate exposure, reflected by a modest effective duration profile. The portfolio is diversified across sectors influenced by sukuk issuance, including financials, government, real estate, utilities, communications, and energy, and is managed by a dedicated team experienced in halal fixed‑income markets. As part of the Amana family, the fund offers institutional investors a distinct avenue to access global Islamic fixed‑income markets, aligning with faith‑based guidelines without sacrificing modern portfolio construction standards. It plays a niche yet important role in the market by providing U.S. investors with a non‑equity, halal income solution that aims to balance income generation with capital stability.