Investor type
The Halal Growth Portfolio includes a mixture of gold and the Shariah-compliant Wealthsimple World Equity Index ETF.
This portfolio is designed for an individual with medium-to-high risk tolerance. If you can bear market fluctuations with relative ease and understand that there will be periods of poor performance, this portfolio is for you.
Performance
We've modelled the Halal Growth portfolio below. This portfolio has grown by 6.7% (net of fees) since the strategy's inception on May 14, 2021, to September 30, 2023.
| Initial Value: $10,000 | End of Period Value: $10,670 |
| Investment Growth - Time Period: May 14, 2021 - Sept 30, 2023 | |
| Period | Performance (Cumulative) |
| 1m | -4.1% |
| 2023 | 3.4% |
| Inception | 6.7% |
| Inception (annualized) | 2.8% |
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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