Precious Metals
GLDM
SPDR Gold MiniShares Trust
Physical Gold (Low Cost)
The most cost-effective way to hold physical gold in a portfolio. Gold is traditionally used as a hedge against inflation and a store of value during times of economic uncertainty.
- 1-year return
- Loading 1-year return
- Planning assumption
- 5.0%Very Low
- Volatility
- 15.0%Medium
- Expense ratio
- 0.10%
Planning assumption: the long-run, per-asset-class return and volatility our builder and projections use. Set conservatively; it is not a forecast of next year.
Compliance
Screening & certification
BDS exposure
Certification
- Certification date
- November 2018
- Methodology
- AAOIFI Shari'ah Standard on Gold. Confirms permissibility for Muslim investors.
Analysis
Performance
Market Correlations
Substitute
Diversifier
No correlation data available for this asset.
Combine with Diversifiers to reduce portfolio risk
Learn morePortfolio contents
Holdings & screening
Screening Methodology
We screen all holdings against the AFSC Investigate Database to identify companies complicit in state violence and occupation.
Target
1.0xOn AFSC’s divestment shortlist. Full weight in the exposure score.
Watchlist
0.10xListed by AFSC, outside its shortlist. One-tenth weight in the score.
Holdings List
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