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 17.60% (net of fees) since its launch on August 23rd, 2017, to September 30, 2021.
| Initial Value: $10,000 | End of Period Value: $11,760 |
| Investment Growth - Time Period: Aug 23, 2017 - Sept 30, 2021 | |
| Period | Performance (Cumulative) |
| 1m |
-2.81%
|
| 3m | 0.48% |
| 6m | 3.31% |
| 1yr | 7.06% |
| Inception | 17.60% |
| Inception (annualized) | 4.02% |
| 3yr (annualized) | 3.75% |
| Period | Performance |
| 2017 | 2.73% |
| 2018 | 0.43% |
| 2019 | 5.70% |
| 2020 | 2.02% |
| 2021 | 5.70% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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