Why Invest Sharia
Our Mission
Our aim is to improve the life of Muslims by offering investment solutions which are aligned with their religious values
Accessibility
We have made our portfolios as accessible as possible on a number of different platforms. We accept investments directly or transfers from an ISA, pension scheme, life insurance bond or trust.
Liquidity
The liquidity of an investment is fundamental for its consideration for a portfolio. The time to return clients’ money is reported every day and we do not impose any lock-in periods for clients withdrawing or moving their funds if their circumstances change, or they are not entirely satisfied.
Flexibility
Our investment portfolios benefit from our ability to adjust their compositions in order to quickly react to key market conditions. This flexibility allows us, within a portfolio’s parameters, to add protection or take advantage of a growing market. The ranges are as per the illustration.
Markets themselves are living organisms and as we have seen we have seen over recent years from the 2008 financial crash to more recently the 2020 COVID-19 market fall. We feel it is important that the money is managed properly and would look to take action accordingly within the range parameters.
Risk Management
We manage portfolios across the risk spectrum and their composition is driven by key market conditions.
We believe our five mandates covers the risk spectrum for investors who are willing to invest a minimum of three years.
The chart is for illustrative purposes only. Weightings may deviate from these levels at the Investment Team’s discretion whilst staying within specific parameters as set out above.
Diversification
Invest Sharia uses diversification across asset class, geographical focus and underlying funds to spread risk and exposure.
The chart is for illustrative purposes based on our Sharia Balanced Portfolio. Weightings may deviate from these levels at the Investment Team’s discretion whilst staying within specific guidelines.
Capital Preservation
Capital preservation is at the forefront of Invest Sharia investment strategy. Our active portfolio management enables the investment team to reduce risk during difficult market periods, minimising losses for client portfolios and therefore resulting in potentially stronger recovery in financial markets in the years that follow.
The illustration shows the volatility of the simulated Invest Sharia Balanced Fund vs its Benchmark for 2020. Past performance is not a guide for future returns.
