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Sharia Growth

The objective of this portfolio is to generate long term capital growth, with a focus on growth based assets, by investing in Sharia compliant investment vehicles such as unit trusts, mutual funds and exchange traded funds.

This portfolio is actively managed, and will consist of Sharia equities, Sukuk bonds and commodities to manage risk and enhance returns.

Equity exposure is likely to range between 65-85% allowing managers to adapt to short term changes within investment markets.

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.

Inception Date Jan-21
No. of holdings  10
Minimum Investment Any size
Accessibility GIA, ISA, SIPP, JISA, Life Wrapper
Overall portfolio yield 0.46%
Annual management charge (AMC) 0.50%
Ongoing portfolio charge (OCF)* 0.90%
Active/passive exposure 53.0% / 37.0%
*The ongoing charge of the portfolio does not include AMC, platform provider or adviser fees
Top 5 Holdings
HSBC Islamic Global Equity Index AC 16.00%
Aberdeen Standard Islamic Glbl Eq X GBP 13.25%
Comgest Growth Europe S EUR S Acc 12.50%
iShares MSCI USA Islamic ETF USD Dist 11.25%
WisdomTree Physical Gold – GBP DI H ETC 10.00%
Total 63.50%
AA Growth

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