How it works

Our halal investments are structured in accordance with the strictest Islamic principles

1

Select how much risk
you wish to take

2

Start investing

3

Wahed will manage
the rest

You control the risk level

Our halal investments are structured in accordance with the strictest Islamic principles
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Click here to learn more about Wahed's assumptions and projections. Actual performance may be better or worse than predictions included herein, which are assumed rates of returns based on historical performance and are for illustration purposes only. Diversified portfolios and asset allocation do not guarantee profit or protect against loss.
Values shown are net of Wahed fees.

Performance summary

Our halal investments are structured in accordance with the strictest Islamic principles
Annualised Returns
Very Aggressive
8.2%
Aggressive
7.4%
Moderately Aggressive
6.6%
Moderate
5.5%
Moderately Conservative
4.2%
Very Conservative
2.8%
Cumulative Returns (Before Taxes)
1 Year
3 Year
5 Year
10 Year
Cumulative Returns (Before Taxes)
Very aggressive
10.5%
32.8%
61.1%
148.0%
Very aggressive
1 Year
3 Year
5 Year
10 Year
10.5%
32.8%
61.1%
148.0%
Aggressive
9.9%
26.5%
54.4%
123.2%
Aggressive
1 Year
3 Year
5 Year
10 Year
9.9%
26.5%
54.4%
123.2%
Moderately aggressive
7.1%
17.5%
41.6%
92.0%
Moderately aggressive
1 Year
3 Year
5 Year
10 Year
7.1%
17.5%
41.6%
92.0%
Moderate
4.3%
10.9%
31.4%
67.8%
Moderate
1 Year
3 Year
5 Year
10 Year
4.3%
10.9%
31.4%
67.8%
Moderately conservative
2.8%
4.2%
21.4%
45.5%
Moderately conservative
1 Year
3 Year
5 Year
10 Year
2.8%
4.2%
21.4%
45.5%
Very conservative
0.7%
-2.5%
9.5%
24.1%
Very conservative
1 Year
3 Year
5 Year
10 Year
0.7%
-2.5%
9.5%
24.1%

Performance data is based on 10-year annualised figures as of the most recent monthly available data. The performance summary is shown gross of the Wahed management fee. Past performance is no guarantee of future results. Historical returns are provided for informational and illustrative purposes only and are not an indication of future performance (source: Bloomberg, Eikon). All investing involves risk, including the possible loss of the money you invest. Wahed Invest Limited assumes no responsibility for liability for your trading and investment results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss.

This is what you'll invest in

Our halal investments are structured in accordance with the strictest Islamic principles

US stocks are backed by the largest economy in the world and are the most closely followed region, making them ideal as passive investments. They are diversified across sectors and provide a combination of large and mid capitalization, a perfect blend of growth and value.

International stocks are from a combination of developed and emerging markets of the world other than the US. These are diversified investments across sectors and geographies and generally are large cap with a value investment style (developed) or have the potential for higher returns and risk due to rising economic output (emerging).

The essence of Sukuk is to provide Ethical compliant instruments for investments which do not involve interest and excess uncertainty. It is a primacy of equity financing. The Sukuk holder has an ownership on the underlying asset which is entitled for revenues generated from the Sukuk asset unlike the bondholder who is eligible to receive interest payments by the bond issuer. The Sukuk limits the value of debt to that of the underlying. It must be asset backed or asset based and interest free.

Commodities as an asset class have had historically low correlation with stocks and bonds. We have included gold to represent this asset class. Gold provides the potential for long-term capital appreciation and acts as an inflation hedge. The Royal Mint Physical Gold ETC aims to exclusively use responsibly-sourced bars that meet the requirements of the LBMA responsible sourcing program.

Real estate investment trusts (REITs) as an asset class have had historically low correlation with stocks and fixed income. They provide the potential for long-term capital appreciation and act as an inflation hedge. Additionally, REITs regularly distribute net rental income.

US Equities

US stocks are backed by the largest economy in the world and are the most closely followed region, making them ideal as passive investments. They are diversified across sectors and provide a combination of large and mid capitalization, a perfect blend of growth and value.

International Equities

International stocks are from a combination of developed and emerging markets of the world other than the US. These are diversified investments across sectors and geographies and generally are large cap with a value investment style (developed) or have the potential for higher returns and risk due to rising economic output (emerging).

Sukuk

The essence of Sukuk is to provide Ethical compliant instruments for investments which do not involve interest and excess uncertainty. It is a primacy of equity financing. The Sukuk holder has an ownership on the underlying asset which is entitled for revenues generated from the Sukuk asset unlike the bondholder who is eligible to receive interest payments by the bond issuer. The Sukuk limits the value of debt to that of the underlying. It must be asset backed or asset based and interest free.

Gold

Commodities as an asset class have had historically low correlation with stocks and bonds. We have included gold to represent this asset class. Gold provides the potential for long-term capital appreciation and acts as an inflation hedge. The Royal Mint Physical Gold ETC aims to exclusively use responsibly-sourced bars that meet the requirements of the LBMA responsible sourcing program.

REITs

Real estate investment trusts (REITs) as an asset class have had historically low correlation with stocks and fixed income. They provide the potential for long-term capital appreciation and act as an inflation hedge. Additionally, REITs regularly distribute net rental income.

Investment committee

Our halal investments are structured in accordance with the strictest Islamic principles

Samim Abedi

Chief Investment Officer, Wahed

Omar Bassal

Shukr Investments, ex-MASIC

James Walker

Cue Ball Capital, ex-JPM

Nobel prize
winning

Our halal investments are structured in accordance with the strictest Islamic principles
Noble Prize medal

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Our halal investments are structured in accordance with the strictest Islamic principles