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 11.75% (net of fees) since its launch on August 23rd, 2017, to August 31, 2022.
| Initial Value: $10,000 | End of Period Value: $11,175 |
| Investment Growth - Time Period: Aug 23, 2017 - Aug 31, 2022 | |
| Period | Performance (Cumulative) |
| 1m |
-1.52%
|
| 3m | -2.62% |
| 6m | -4.92% |
| 1yr | -7.54% |
| Inception | 11.75% |
| Inception (annualized) | 2.24% |
| 3yr (annualized) | 1.56% |
| 5yr (annualized) | 2.21% |
| Period | Performance |
| 2017 | 2.73% |
| 2018 | 0.43% |
| 2019 | 5.70% |
| 2020 | 2.02% |
| 2021 | 10.01% |
| 2022 | -8.70% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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