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.
|No. of holdings||
GIA, ISA, SIPP, JISA, Life Wrapper
|Overall portfolio yield||
|Annual management charge (AMC)||
|Ongoing portfolio charge (OCF)*||
71.0% / 29.0%
|*The ongoing charge of the portfolio does not include AMC, platform provider or adviser fees|
|Top 5 Holdings|
|Franklin Global Sukuk A Mdis USD||17.50%|
|Principal IAM (IE) Global Sukuk A Acc $||17.50%|
|HSBC Islamic Global Equity Index AC||12.50%|
|Aberdeen Standard Islamic Glbl Eq X GBP||10.50%|
|WisdomTree Physical Gold – GBP DI H ETC||10.00%|
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