Playlists

Shariah Equity

The Shariah Equity Investment Playlist offers a high-risk, globally diversified portfolio of ESG-compliant equities that offers the potential for high returns.

Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more.

Shariah Equity is a portfolio of Shariah-compliant equities. Shariah equity is a high-risk product that offers the possibility of high returns over the medium to long term.

Shariah-compliant assets are those that are permissible under Islamic law. This includes assets that are not considered to be haram or forbidden.

  • The asset must be tangible and have intrinsic value.
  • The asset must not be used or invested in a business considered haram, such as gambling or alcohol, pork production or weapons manufacturing.
  • The business must be managed in a way that is consistent with Islamic law.

Shariah Equity could be suitable for you if you are looking for:

    • A medium to long-term investment in a Shariah compliant and socially responsible portfolio
    • A high-risk investment option that offers the prospect of high returns and some protection against inflation
    • An actively managed portfolio.

Fund Inception date
22 October 2020

Cumulative performance

As of 20 May 2024

YTD 1m 3m 6m 1y
14.5% 6.6% 7.5% 16.8% 27.6%

Calendar Year performance

2023 2022 2021 2020 2019
26.5% -16.1% 27.2% n/a n/a

This data shows the fund’s performance as the percentage loss or gain per year. It can help you to assess how the fund has been managed in the past. The figures shown relate to past performance. Past performance is not a reliable indicator of future performance. Markets could develop very differently in the future.

Share Class and Benchmark performance displayed in GBP hedged Share Class Benchmark performance is displayed in USD.

Performance is shown on a Net Asset Value (NAV) basis, with gross income reinvested where applicable. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. Source: MorningStar

The funds in this Investment Playlist have their own charges levied by the fund managers, which are charged at source and reflected in your investment valuation. This underlying fund manager’s fees are available at HSBC in the KIIDs listed below.

The ESG Key Info of this Investment Playlist is provided by MSCI and their coverage varies. Further information is available on our website and at MorningStar

Capital at risk. The value of investments and the income from them can fall as well as rise and is not guaranteed. Learn more here.

Fund ISIN SEDOL KIID
HSBC Islamic Global Equity Index BC GBP LU2092165666 BJLVT85 View

Overall Risk

6/7

ESG

6.9/10

Largest investment holdings
Apple Inc
8.1%
NVIDIA Corp
7.9%
Microsoft Corp
7.8%
Amazon.com Inc
6.1%
Alphabet Inc Class A
3.7%
Meta Platforms Inc Class A
3.6%
Alphabet Inc Class C
3.1%
Eli Lilly and Co
2.4%
Broadcom Inc
2.2%
Tesla Inc
1.9%