Investor type
The Halal Balanced Portfolio includes a mixture of gold, non-interest bearing cash, and the Shariah-compliant Wealthsimple World Equity Index ETF.
This portfolio is designed for an individual with medium-to-high risk tolerance. If you are relatively cautious with your capital but are willing to seek a return commensurate with reasonable risk, this portfolio is for you.
Performance
We've modelled the Halal Balanced portfolio below. This portfolio has grown by 28.93% (net of fees) since its launch on August 23rd, 2017, to January 31, 2023.
| Initial Value: $10,000 | End of Period Value: $12,893 |
| Investment Growth - Time Period: Aug 23, 2017 - Jan. 31, 2023 | |
| Period | Performance (Cumulative) |
| 1m | 3.34% |
| 3m | 8.54% |
| 6m | 6.66% |
| 1yr | 1.95% |
| Inception | 28.93% |
| Inception (annualized) | 4.78% |
| 3yr (annualized) | 4.12% |
| 5yr (annualized) | 4.28% |
| Period | Performance |
| 2017 | 3.97% |
| 2018 | 0.81% |
| 2019 | 8.43% |
| 2020 | 3.15% |
| 2021 | 13.82% |
| 2022 | -6.51% |
| 2023 | 3.34% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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