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Opt Out of Rebalancing for Investment Model Update

These new funds will meet the rigorous requirements of Shariah compliance, such as excluding prohibited sectors like alcohol, gambling, and conventional banking etc. In addition, Wahed has applied a Human Rights Review across three key dimensions; salience, responsibility and responsiveness. In addition to this, the funds offer better annualised returns as well as stronger Risk-Adjusted Returns (RAR).

As part of this rebalance, existing holdings will be sold into cash and reinvested into the new funds that make up the updated model. These transactions may trigger capital gains considerations where gains have accrued in your current holdings.

If you would still like to opt out of this rebalance, please enter the email associated with your Wahed account below:
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Please note: Opting out at this time does not permanently exempt you from model updates. As your investments are managed under a discretionary mandate, we reserve the right to transition your holdings into the new model allocation at a later stage.