Islamic MPS
Shariah-compliant investing.
The Islamic Portfolio leverages on our deep and significant experience as investment managers around faith-based portfolios.
0.30%
Annual Management Charge
For investors seeking a multi-asset shariah-compliant investment solution.
About Our Islamic Investment Strategy
- Our Islamic MPS focuses on funds that invest in shariah compliant investment opportunities.
- The Islamic Investment Strategy invests in the best of liquid active and passive shariah-compliant investment funds available for UK investors.
The portfolios screen out, does not include the following
- Alcohol
- Adult Entertainment
- Armaments
- Companies offering interest related services (riba)
- Companies with excessive debt
- Debt investments (i.e. government bonds)
- Gambling
- Pork and non-halal food production
- Tobacco
Objectives and Investment Policy
Fund Selection
Your investment will be allocated to funds with shariah-compliant negative screening criterion.
Asset Allocation
You will be investing in sukuk and shariah-compliant equities in the investment portfolio.
Risk Management
Risk will be maintained within defined risk profile constraints. Our strategy utilises both volatility and equity risk ranges.
Rebalancing
Minimum semi-annual rebalancing.
Performance Target
Aims to outperform the peer-group and reference benchmark by 0.5-1% annualised p.a on a 5-7 year rolling basis.
Why choose this portfolio:
Shariah compliant investment solution
The Islamic MPS exclusively invests in funds that have independently certified themselves as Shariah-compliant.
Performance focussed approach
The portfolios maintain the key focus of producing exceptional risk and return outcomes.
Managed by experts in Islamic investing
The strategy is managed by investment managers with decades of experience in faith-based investing for clients.
Compare Our Responsible Solutions
The Ethical Portfolio.
Our ‘Dark Green’ portfolio range. Investing with strict avoidance criteria to avoid harm.
Key Characteristics
- Avoids harm by filtering out harmful industries: adult entertainment, alcohol production, armaments, gambling, oil and gas majors, tobacco, minimise animal testing.
- Invests with a mindset that avoids harm and promotes good business practices.
The Sustainable Portfolio.
Our better future portfolio range. Investing in sustainability and ESG leaders.
Key Characteristics
- Invest in sustainable solutions that contribute towards positive environmental and social outcomes.
- A focus on decarbonisation and green solutions.
- Filters out harmful industries: tobacco, armaments, alcohol production and gambling.
- Invests in companies with commendable ESG records.
Key Characteristics
- Excludes harmful Industries: tobacco, armaments and gambling Investments.
- A focus on decarbonisation.
- Invests in companies with commendable ESG records
Key Characteristics
The portfolio excludes:
- Armaments
- Alcohol production
- Tobacco
- Pork production
- Gambling and speculation
- Adult Entertainment
- Interest on transactions (riba)
Target Market
Our Islamic MPS range is aimed at clients seeking a portfolio that is shariah compliant.
Our Islamic Investment Strategy is highly suitable for retail clients and is intended for distribution via FCA authorised financial advisers that have conducted the relevant work to determine their clients’ circumstances, objectives, risk tolerance, appetite, and responsible investment objectives.
Client type
Retail and professional investor.
Knowledge and experience
Basic investor, informed investor, advanced investor.
Capacity for loss
No capital guarantee.
Risk profile
Offered in five defined risk profiles.
Recommended time horizon
Minimum 5–7-year investment time horizon.
Distribution strategy
Investment advice.
Negative Target Market
- Not suitable for clients unable to bear potential losses.
- Not suitable for clients with an investment time horizon of less than five years.
- Not suitable for clients seeking a portfolio with a sustainability focus.
- Not suitable for clients seeking an income generating investment solution.