The objective of this portfolio is to generate capital growth over the medium to long term, 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 55-75% 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||10|
|Minimum Investment||Any size|
|Accessibility||GIA, ISA, SIPP, JISA, Life Wrapper|
|Overall portfolio yield||0.88%|
|Annual management charge (AMC)||0.50%|
|Ongoing portfolio charge (OCF)*||1.03%|
|Active/passive exposure||67.5% / 32.5%|
|*The ongoing charge of the portfolio does not include AMC, platform provider or adviser fees|
|Top 5 Holdings|
|HSBC Islamic Global Equity Index AC||15.00%|
|Franklin Global Sukuk A Mdis USD||12.50%|
|Principal IAM (IE) Global Sukuk A Acc $||12.50%|
|Aberdeen Standard Islamic Glbl Eq X GBP||12.50%|
|Comgest Growth Europe S EUR S Acc||10.00%|
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