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 28.48% (net of fees) since its launch on August 23rd, 2017, to September 30 2022.
| Initial Value: $10,000 | End of Period Value: $12,848 |
| Investment Growth - Time Period: Aug 23, 2017 - Sept 30, 2022 | |
| Period | Performance (Cumulative) |
| 1m | -2.51% |
| 3m | -0.62% |
| 6m | -11.41% |
| 1yr | -10.75% |
| Inception | 28.48% |
| Inception (annualized) | 5.03% |
| 3yr (annualized) | 2.76% |
| 5 yr (annualized) | 4.50% |
| Period | Performance |
| 2017 | 6.46% |
| 2018 | 1.57% |
| 2019 | 14.01% |
| 2020 | 4.60% |
| 2021 | 19.32% |
| 2022 |
-16.51%
|
Breakdown
To see all of the stocks included in the Halal Portfolio, please click here.
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