Sharia Model Portfolios

The Model Portfolio Service has been designed exclusively for financial advisors, providing fund management for clients via a range of managed portfolios

With our Model Portfolio service your client relationship will always belong to you. You match your clients to one or more portfolios based on their individual needs, and monitor the portfolios’ ongoing suitability as part of your mutual service agreement with the client We as a firm has no personal relationship with your clients – our job is to run the portfolio on your behalf.

Our discretionary managed service allows you to outsource your investment management whilst still retaining client ownership.

You can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five risk-graded portfolios that span the risk spectrum from more defensive, lower risk returns, through to higher risk, equity based investment returns.

DISCUSS further

Portfolio Breakdown

5 model summary

The Range

The diagram is for illustrative purposes only. The value of investments, and the income from it, may go down as well as up and may fall below the amount initially invested. Weightings may deviate from these levels at the Investment Team’s discretion whilst staying within specific guidelines, so the above asset allocation is intended as a guide only.

The Process

Our investment team follow a rigorous process when selecting funds for our portfolios, conducting extensive research into the universe of Sharia-compliant investments. Ideally this includes one-on-one meetings with fund managers followed by detailed desk-based analysis looking further into the fund’s investment process, portfolio positioning and performance.

The firm will only select a fund that has proven to deliver on its Sharia compliant mandate, adhering to the stringent and comprehensive investment process which screens stocks to ensure only companies with Sharia-compliant business or activities are included.

The level of diversification within our Sharia Portfolios is dependent on the availability of funds that are considered Sharia-compliant. Due to the strict nature of Sharia investments, the universe of compliant funds is limited, tending to give rise to higher weightings of up to 30% in each individual security.

All the investments held within the portfolios have been overseen by a Sharia Board to confirm they comply with Islamic ethics, so investors and their advisors can rest easy knowing they are making the right decisions.