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 29.13% (net of fees) since its launch on August 23rd, 2017, to July 31, 2021.
| Initial Value: $10,000 | End of Period Value: $12,913 |
| Investment Growth - Time Period: Aug 23, 2017 - July 31, 2021 | |
| Period | Performance (Cumulative) |
| 1m | 2.69% |
| 3m | 6.15% |
| 6m | 9.21% |
| 1yr | 13.01% |
| Inception | 29.13% |
| Inception (annualized) | 6.70% |
| 3yr (annualized) | 6.33% |
| Period | Performance |
| 2017 | 3.97% |
| 2018 | 0.81% |
| 2019 | 8.43% |
| 2020 | 3.15% |
| 2021 | 10.13% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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