Welcome to Invest Sharia’s Model Portfolio Service, meticulously crafted for financial advisors. Our service empowers advisors with a suite of managed portfolios, ensuring optimal fund management for their clients.
Client-Centric Approach: At Invest Sharia, we prioritise your client relationships. Advisors can seamlessly align clients with portfolios that best fit their unique requirements. While you maintain the client relationship and monitor portfolio suitability, we focus on expertly managing the portfolio on your behalf. Our commitment is to provide a discretionary managed service, allowing advisors to leverage our investment expertise while retaining complete client ownership.
Diverse Portfolio Options: Choose from our array of investment portfolios, each reflecting distinct investment return objectives and risk attitudes. We present five risk-graded portfolios, ranging from defensive, low-risk returns to dynamic, equity-based investment returns.
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.
Our dedicated investment team employs a stringent process for fund selection. We delve deep into the world of Sharia-compliant investments, engaging in direct discussions with fund managers and conducting in-depth analyses. Only funds that consistently uphold their Sharia-compliant mandates and pass our rigorous screening process are chosen.
Diversification within our Sharia Portfolios is influenced by the availability of Sharia-compliant funds. Given the rigorous nature of Sharia investments, the compliant fund universe is limited. However, every investment in our portfolios is vetted by a Sharia Board, ensuring adherence to Islamic ethics. Both investors and advisors can be confident in their investment choices with Invest Sharia.