Investment Strategies

Investment Objectives

At ShariaPortfolio we are pleased to offer three different Sharia-Compliant investment strategies. These strategies give our clients a starting point in the construction of their portfolios. Each client portfolio can then be further customized based on the client’s financial goals, risk tolerance and preferences.

Strategy:  AGGRESSIVE

Asset Allocation:

80% – 95%   Equity
0% – 20%      Fixed Income
0% – 20%      Cash

Objective:  Long-term Capital Growth

Description: The Sharia Aggressive investment strategy focuses on individual Sharia-compliant common stocks primarily using a value-based approach to security selection. Sharia-compliant mutual funds are also utilized for greater diversification and added exposure to international investments. This strategy is suitable for investors with a time horizon greater than 5 years.

 

Strategy:  MODERATE

Asset Allocation:   70% – 85%   Equity
10% – 30%   Fixed Income
0% – 20%   Cash

Objective:  Growth and Income

Description: The Sharia Moderate investment strategy focuses on dividend-paying Sharia-compliant stocks and mutual funds. Stocks are selected using a value-based approach. Sharia-compliant mutual funds are also utilized for greater diversification and added exposure to international investments. This strategy is suitable for investors that have a 3 to 5 year investment time horizon.

 

Strategy:  INCOME

Asset Allocation:   40% – 65%   Equity
25% – 50%   Fixed Income
0% – 20%   Cash

Objective:  Income and Capital Preservation

Description: The Sharia Income investment strategy focuses on dividend-paying Sharia-compliant stocks and mutual funds. Stocks are selected using a value-based approach with an emphasis on stability and high yield. This strategy is suitable for short-term investors and those seeking regular income.