Key Takeaways
- • Hejaz Private Equity Fund, Sub Trust 1 achieved a 125.51% inception-to-date cumulative return as of 30 September 2025, demonstrating sustained performance in private markets investment management.
- • The fund employs a disciplined asset management framework focused on high-quality private market identification, portfolio construction, and active oversight with emphasis on long-term value creation and sector selectivity.
- • Hejaz's Private Equity Fund operates as a wholesale investment vehicle restricted to eligible sophisticated and high-net-worth investors under Australia's regulatory framework, distinct from the firm's publicly offered ETFs and retail products.
- • CEO Hakan Ozyon attributes the performance milestone to the strength of Hejaz's private markets strategy and rigorous investment framework, validating the firm's ability to structure and manage private market opportunities.
Summary
Hejaz, an Islamic financial services provider based in Sydney, has reported a significant performance milestone for its Private Equity Fund, Sub Trust 1, delivering a 125.51% inception-to-date cumulative return as of 30 September 2025. The announcement, released on 30 April 2026, underscores the firm's demonstrated capability in identifying, structuring, and managing private market investments over an extended investment horizon.
The fund's performance reflects a disciplined investment strategy centered on three core pillars: identifying high-quality private market opportunities, implementing rigorous portfolio construction discipline, and maintaining active oversight through the investment team. According to Hakan Ozyon, Founder and CEO of Hejaz, the milestone validates "the strength of our private markets strategy and the rigorous investment framework applied across our portfolio." The strategy prioritizes long-term value creation, strong governance standards, and selective sector exposure targeting opportunities with sustainable growth potential.
The Hejaz Private Equity Fund, Sub Trust 1 is structured as a wholesale investment vehicle, meaning it remains available exclusively to eligible investors meeting specific financial thresholds. In the Australian regulatory context, wholesale private funds cater to sophisticated and high-net-worth investors who are presumed to possess greater investment experience and sophistication. This regulatory classification affords the fund operational flexibility and access to specialized investment opportunities—including private equity, private credit, and property development—that are typically unavailable through traditional retail investment products. The fund is expressly distinct from Hejaz's exchange-traded funds and other publicly offered investment products, reflecting a bifurcated investment platform strategy.
The 125.51% ITD cumulative return represents strong absolute performance in the private equity asset class, particularly given market conditions across the reporting period. For institutional investors and family offices evaluating Islamic-compliant private markets exposure, this performance milestone may warrant consideration as evidence of Hejaz's operational execution in the alternative investment space.
The fund's performance reflects a disciplined investment strategy centered on three core pillars: identifying high-quality private market opportunities, implementing rigorous portfolio construction discipline, and maintaining active oversight through the investment team. According to Hakan Ozyon, Founder and CEO of Hejaz, the milestone validates "the strength of our private markets strategy and the rigorous investment framework applied across our portfolio." The strategy prioritizes long-term value creation, strong governance standards, and selective sector exposure targeting opportunities with sustainable growth potential.
The Hejaz Private Equity Fund, Sub Trust 1 is structured as a wholesale investment vehicle, meaning it remains available exclusively to eligible investors meeting specific financial thresholds. In the Australian regulatory context, wholesale private funds cater to sophisticated and high-net-worth investors who are presumed to possess greater investment experience and sophistication. This regulatory classification affords the fund operational flexibility and access to specialized investment opportunities—including private equity, private credit, and property development—that are typically unavailable through traditional retail investment products. The fund is expressly distinct from Hejaz's exchange-traded funds and other publicly offered investment products, reflecting a bifurcated investment platform strategy.
The 125.51% ITD cumulative return represents strong absolute performance in the private equity asset class, particularly given market conditions across the reporting period. For institutional investors and family offices evaluating Islamic-compliant private markets exposure, this performance milestone may warrant consideration as evidence of Hejaz's operational execution in the alternative investment space.
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