Skip to content

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

Jan-21

No. of holdings 

10

Minimum Investment

Any size

Accessibility

GIA, ISA, SIPP, JISA, Life Wrapper

Overall portfolio yield

1.03%

Annual management charge (AMC)

0.50%

Ongoing portfolio charge (OCF)*

1.03%

Active/passive exposure

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%
Total 68.00%
AA Cautious

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.