Sukuk

SPSK

SP Funds Dow Jones Global Sukuk ETF

The Halal alternative to Bonds

Invests in Sukuk (Islamic fixed-income certificates). This fund is designed to preserve capital and provide steady monthly income. It is the "safety anchor" of a portfolio, meant to reduce overall volatility.

1-year return
Loading 1-year return
Planning assumption
4.0%Very Low
Volatility
5.0%Low
Expense ratio
0.50%

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
August 27, 2024
Methodology
S&P Shariah Indices

Analysis

Performance

Price History

Price data: EODHDPrices and returns in the fund’s listing currency.
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Market Correlations

Substitute
Diversifier
No correlation data available for this asset.

Combine with Diversifiers to reduce portfolio risk

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Portfolio contents

Holdings & screening

Screening Methodology

We screen all holdings against the AFSC Investigate Database to identify companies complicit in state violence and occupation.

Target
1.0x

On AFSC’s divestment shortlist. Full weight in the exposure score.

Watchlist
0.10x

Listed by AFSC, outside its shortlist. One-tenth weight in the score.

Holdings List
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