Investor type
The Halal Balanced Portfolio consists of 50 stocks, which are a subset of the MSCI ACWI Islamic Index. MSCI selects the 50 stocks from the ACWI index to mimic the characteristics of the index. In the Halal Balanced Portfolio, we’ve simulated performance with a recommended 50% cash holding; 50% of the portfolio, therefore, consists of 50 stocks and the other 50% is in cash. 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 20.9% (net of fees) since its launch on August 23rd, 2017, to March 31, 2021.
| Initial Value: $10,000 | End of Period Value: $12,094 |
| Investment Growth - Time Period: Aug 23, 2017 - Mar 31, 2021 | |
| Period | Performance (Cumulative) |
| 1m | 1.05% |
| 3m | 3.15% |
| 6m | 5.11% |
| 1yr | 14.97% |
| Inception | 20.94% |
| Inception (annualized) | 5.41% |
| 3yr (annualized) | 5.40% |
| Period | Performance |
| 2017 | 3.97% |
| 2018 | 0.81% |
| 2019 | 8.43% |
| 2020 | 3.15% |
| 2021 | 3.15% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please check this link.
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