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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