CONTACT SEARCH CLIENT LOGIN ABOUT US WHAT WE OFFER MODEL PORTFOLIOS AVAILABILITY ADVISER SUPPORT PARTNERSHIPS OFFICES Our Sharia-compliant investment solution Our TAM Sharia service provides investors with a range of Islamic investment portfolios designed to protect and grow their wealth in a Sharia-compliant manner. TAM Sharia clients can select an investment portfolio that most closely reflects their investment return objectives and attitude to risk. We offer five risk-graded portfolios that span the risk spectrum from more defensive, lower risk returns, through to higher risk, equity based investment returns. PORTFOLIO INCEPTION AVAILABILITY AMC FACTSHEET Direct Platform Sharia Defensive 1-Oct-2014 Direct 0.50% N/A Sharia Cautious 1-May-2014 Direct 0.50% N/A Sharia Balanced 1-Jul-2014 Direct 0.50% N/A Sharia Growth 1-Apr-2014 Direct 0.50% N/A Sharia Adventurous 1-May-2017 Direct 0.50% N/A The TAM Sharia Portfolios Defensive Sharia Defensive seeks to generate modest returns higher than cash in the bank over the medium term with potential for consistent though constrained capital growth. The portfolio has a more defensive approach to equity exposure compared to Sharia Cautious - typically comprising of 15% equity and 85% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions. Cautious Sharia Cautious seeks to generate modest capital growth higher than bond-based returns over the short to medium term by employing a more cautious investment strategy than Sharia Balanced. The portfolio will have a modest approach to equity exposure - typically comprising of 35% equity and 65% non-equity - though weightings may deviate within set parameters, allowing our managers to react to market conditions. Balanced Sharia Balanced seeks to generate capital growth over the medium to longer term, with the aim of riding out short-term fluctuations in value. The portfolio will have a more balanced approach to equity exposure compared to Sharia Growth - typically comprising of 50% equity and 50% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions. Growth Sharia Growth seeks to generate higher capital growth over the medium to long-term by employing a more dynamic investment strategy. The portfolio will have a higher exposure to equities compare to Sharia Balanced - typically comprising of 70% equity and 30% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions. Adventurous Sharia Adventurous seeks to generate strong capital growth over the longer term and can experience frequent and higher levels of volatility than Sharia Growth. The portfolio will have a large exposure to equities - typically comprising of 85% equity and 15% non-equity - though weightings may deviate within set parameters, allowing managers to react to market conditions. The diagram is for illustrative purposes only. The value of investments, and the income from it, may go down as well as up and may fall below the amount initially invested. Weightings may deviate from these levels at the Investment Team's discretion whilst staying within speciﬁc guidelines, so the above asset allocation is intended as a guide only. What is Sharia investing? Sharia-compliant investments are governed by Islamic law. Similar to other socially responsible funds within the environmental, social and governance (ESG) universe, Sharia-compliant funds screen potential portfolio investments for specific requirements desired by followers of the Muslim religion. The main requirement for a Sharia-compliant fund is the exclusion of investments which derive a majority of their income from the sale of alcohol, pork, pornography, gambling or weapons. Additional requirements include the appointment of a Sharia board, an annual Sharia audit, and purifying certain prohibited types of income by donating them to charity. Our approach to Sharia investing Our investment team follow a rigorous process when selecting funds for the TAM Sharia portfolios, conducting extensive research into the universe of sharia-compliant investments. This includes one-on-one meetings with fund managers followed by detailed desk-based analysis looking further into the fund’s investment process, portfolio positioning and performance. The team will only select a fund that has proven to deliver on its sharia-compliant mandate, adhering to the stringent and comprehensive investment process which screens stocks to ensure only companies with Sharia-compliant business or activities are included. Downloads TAM Sharia Brochure To discuss our model portfolio performance or to find out more about our Sharia investment portfolio options, click here to get in touch today. 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