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Shariah-Compliant Solutions

Our Portfolio of Shariah-Compliant Solutions aims to create long-term appreciation of capital through investment in a diversified portfolio of securities as defined by a relevant world index, which meets Islamic investment principles. Before investing, please do check that this Fund meets your Shariah requirements, and if in any doubt please consult an adviser.


Portfolio of Shariah - Compliant Solutions 4

The Portfolio of Shariah-Compliant Solutions 4 seeks to generate capital growth over the medium-to-long term, with the aim of riding out short-term fluctuations in value. The fund will look to achieve capital growth by holding collective funds and exchange traded funds that invest in companies that are Shariah-Compliant.

  • FRANKLIN TEMPLETON INVESTMENT FUNDS FRANKLIN GLOBAL SUKUK W Q USD DIS (25%)
  • BNP PARIBAS ASSET MANAGEMENT LUX HILAL INCOME PRIVILEGE USD ACC (24%)
  • ISHARES II PLC MSCI USA ISLMIC UCITS ETF USD DIST (12%)
  • ISHARES II PLC MSCI WLD ISLMIC UCITS ETF GBP DIS (11%)
  • SCHRODER ISLAMIC GLOBAL EQUITY FUND (9%)
  • HSBC GLOBAL ETF ISLAMIC EQUITY TRACKER (9%)
  • INVESCO PHYSICAL MARKETS SECURED GOLD LKD NTS 31/12/2100 GBP (5%)
  • SHARES II PLC MSCI EM ISLMC UCITS ETF USD DIST USD (3%)
  • CASH (2%)
  • Risk Rating Level 4
  • Ongoing charge figure 0.66%
  • Benchmark ARC Balanced
  • DFM fee 0.5%

Portfolio of Shariah- Compliant Solutions 5

The Portfolio of Shariah-Compliant Solutions 5 seeks to generate capital growth over the medium-to-long term, with the aim of riding out short-term fluctuations in value. The fund will look to achieve capital growth by holding collective funds and exchange traded funds that invest in companies that are Shariah-Compliant.

  • FRANKLIN TEMPLETON INVESTMENT FUNDS FRANKLIN GLOBAL SUKUK W Q USD DIS (17%)
  • ISHARES II PLC MSCI USA ISLMIC UCITS ETF USD DIST (16%)
  • BNP PARIBAS ASSET MANAGEMENT LUX HILAL INCOME PRIVILEGE USD ACC (16%)
  • ISHARES II PLC MSCI WLD ISLMIC UCITS ETF GBP DIS (15%)
  • SCHRODER ISLAMIC GLOBAL EQUITY FUND (12%)
  • HSBC GLOBAL ETF ISLAMIC EQUITY TRACKER (12%)
  • INVESCO PHYSICAL MARKETS SECURED GOLD LKD NTS 31/12/2100 GBP (5%)
  • SHARES II PLC MSCI EM ISLMC UCITS ETF USD DIST USD (5%)
  • CASH (2%)
  • Risk Rating Level 5
  • Ongoing charge figure 0.62%
  • Benchmark ARC Steady Growth
  • DFM fee 0.5%

Portfolio of Shariah- Compliant Solutions 6

The Portfolio of Shariah-Compliant Solutions 6 seeks to generate capital growth over the medium-to-long term, with a significant proportion of higher-risk investments being held with a view to achieving a higher return. The portfolio will look to achieve capital growth by holding collective funds and exchange traded funds that invest in companies that are Shariah-Compliant.

  • ISHARES II PLC MSCI USA ISLMIC UCITS ETF USD DIST (17.00%)
  • ISHARES II PLC MSCI WLD ISLMIC UCITS ETF GBP DIS (17.00%)
  • SCHRODER ISLAMIC GLOBAL EQUITY FUND (15.00%)
  • HSBC GLOBAL ETF ISLAMIC EQUITY TRACKER (15.00%)
  • FRANKLIN TEMPLETON INVESTMENT FUNDS FRANKLIN GLOBAL SUKUK W Q USD DIS (10.00%)
  • BNP PARIBAS ASSET MANAGEMENT LUX HILAL INCOME PRIVILEGE USD ACC (10.00%)
  • SHARES II PLC MSCI EM ISLMC UCITS ETF USD DIST USD (9.00%)
  • INVESCO PHYSICAL MARKETS SECURED GOLD LKD NTS 31/12/2100 GBP (5.00%)
  • CASH (2.00%)
  • Risk Rating Level 6
  • Ongoing charge figure 0.60%
  • Benchmark ARC Equity Risk
  • DFM fee 0.5%