Performance
YTD: 5.9
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 03/31/2024
Market Exposure
Dynamic Hedged Equity: Shariah Values

Shariah is a long-term tactical growth strategy focused on capital appreciation with a mandate to restrict specific holdings based on the religious considerations of Shariah law. The strategy invests in leading growth stocks during favorable equity environments and scales to cash to preserve gains when bear market risk is high. The strategy adheres to a flexible investment mandate that allows for allocation shifts that range between 0%-100% exposure to equities. Positions are managed (purchased and liquidated) through a proprietary stock scoring system with faith-based considerations designed to build a comprehensive growth portfolio.

Date Update
February 10, 2024