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Sharia Conservative

The objective of this portfolio is to achieve a steady rate of capital growth above inflation, over the short to medium term by employing a more cautious approach than Sharia Balanced.

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 45-65% 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


No. of holdingsĀ 


Minimum Investment

Any size


GIA, ISA, SIPP, JISA, Life Wrapper

Overall portfolio yield


Annual management charge (AMC)


Ongoing portfolio charge (OCF)*


Active/passive exposure

66.0% / 34.0%

*The ongoing charge of the portfolio does not include AMC, platform provider or adviser fees

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