Global Stocks

UMMA

Wahed Dow Jones Islamic World ETF

International Active with ESG & Emerging Markets

Actively managed fund focusing on Global Ex-US markets. Unlike SPWO, this includes Emerging Markets (developing nations) and uses an ESG filter. Good complement to a US-heavy portfolio.

1-year return
Loading 1-year return
Planning assumption
8.0%Moderate
Volatility
16.0%High
Expense ratio
0.65%

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
February 2025
Methodology
Dow Jones Islamic Market screening methodology

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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