Investor type
The Halal Conservative Portfolio includes a mix of gold, non-interest bearing cash, and the Shariah-compliant Wealthsimple World Equity Index ETF.
If you prefer stability and a modest return, this portfolio is for you. You should be willing to accept that there are short-term market fluctuations but also hold a long-term perspective.
Performance
We've modelled the Halal Conservative portfolio below. This portfolio has grown by 4.5% (net of fees) since the strategy's inception on May 14, 2021, to September 30, 2023.
| Initial Value: $10,000 | End of Period Value: $10,450 |
| Investment Growth - Time Period: May 14, 2021 - Sept 30, 2023 | |
| Period | Performance (Cumulative) |
| 1m |
-2.5%
|
| 2023 | 2.4% |
| Inception | 6.3% |
| Inception (annualized) | 2.6% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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