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 19.01% (net of fees) since its launch on August 23rd, 2017, to January 31, 2023.
| Initial Value: $10,000 | End of Period Value: $11,901 |
| Investment Growth - Time Period: Aug 23, 2017 - Jan 31, 2023 | |
| Period | Performance (Cumulative) |
| 1m |
2.49%
|
| 3m | 6.28% |
| 6m | 4.88% |
| 1yr | 1.33% |
| Inception | 19.01% |
| Inception (annualized) | 3.25% |
| 3yr (annualized) | 2.84% |
| 5yr (annualized) | 2.91% |
| Period | Performance |
| 2017 | 2.73% |
| 2018 | 0.43% |
| 2019 | 5.70% |
| 2020 | 2.02% |
| 2021 | 10.01% |
| 2022 | -5.13% |
| 2023 | 2.49% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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