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.
|No. of holdings
|GIA, ISA, SIPP, JISA, Life Wrapper
|Overall portfolio yield
|Annual management charge (AMC)
|Ongoing portfolio charge (OCF)*
|53.0% / 47.0%
|*The ongoing charge of the portfolio does not include AMC, platform provider or adviser fees
Our Platform Providers
We have partnered with some of the UK’s award winning platforms to provide advisers with a range of platforms to access this service.