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Sharia Defensive

The objective of this portfolio is to achieve returns greater than cash deposits, over the short to medium term, with a focus on capital preservation by investing in lower risk Sharia compliant investment vehicles.

This portfolio is actively managed, and will invest predominantly within Sukuk bonds and commodities, but will also look to have a more defensive approach to Sharia equities in order to manage risk and enhance returns.

Equity exposure is likely to range between 15-35% 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  7
Minimum Investment Any size

Accessibility

GIA, ISA, SIPP, JISA, Life Wrapper
Overall portfolio yield 1.31%
Annual management charge (AMC) 0.50%
Ongoing portfolio charge (OCF)* 0.98%
Active/passive exposure 80.50% / 19.50%
*The ongoing charge of the portfolio does not include AMC, platform provider or adviser fees
Top 5 Holdings
Franklin Global Sukuk A Mdis USD 30.00%
Principal IAM (IE) Global Sukuk A Acc $ 30.00%
WisdomTree Physical Gold – GBP DI H ETC 15.00%
HSBC Islamic Global Equity Index AC 9.50%
Aberdeen Standard Islamic Glbl Eq X GBP 8.00%
Total 92.50%
AA Defensive

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