Bahana Liquid USD

In the first quarter of 2025, Bahana Liquid USD has generated a net return exceeding 3.00% net p.a.  As a fund with a significant allocation to time deposits, BLU has capitalized on this trend, delivering attractive returns for investors. Additionally, the strategic inclusion of a small portion of government bonds has further enhanced returns.

Bahana Global Healthcare Sharia

In the first quarter of 2025, U.S. equity markets faced a retreat as investor sentiment was tempered by growing concerns about inflation, interest rates, and economic uncertainty heading into 2025. The S&P 500 Index saw a decline of -3.35% while NASDAQ Composite went down -7.76%. Smaller stocks, as reflected by the Russell 2000 Index, were hit harder, posting a -5.01% decline, contrasted with the -2.06% larger-cap Russell 1000. Growth stocks ended the quarter underperforming their value counterparts, with the Russell 1000 Growth Index went down -6.45%, while the Russell 1000 Value dropped 3.25%. Within healthcare, the Medical Devices and Biotech Subsector are dragging performance which went down -6.35% and -3.24% respectively while Pharma names are doing well in Q1 2025, up 2.25%. This market pullback was fueled by profit-taking following a strong 2024 performance and a cautious outlook from the Federal Reserve and implications of US Tariffs to the global economy.

Bahana US Opportunity Sharia Equity

In the first quarter of 2025, U.S. equity markets faced a retreat as investor sentiment was tempered by growing concerns about inflation, interest rates, and economic uncertainty heading into 2025. The S&P 500 Index saw a decline of -3.35% while NASDAQ Composite went down -7.76%. Smaller stocks, as reflected by the Russell 2000 Index, were hit harder, posting a -5.01% decline, contrasted with the -2.06% larger-cap Russell 1000. Growth stocks ended the quarter underperforming their value counterparts, with the Russell 1000 Growth Index went down -6.45% , while the Russell 1000 Value dropped 3.25%. This market pullback was fueled by profit-taking following a strong 2024 performance and a cautious outlook from the Federal Reserve and implications of US Tariffs to the global economy.