Investment Strategies

We are pleased to offer three different Sharia-Compliant investment strategies which provides 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.

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.