Investment Funds

Communication Services + Technology - Balanced Portfolio (Sharia) (11 companies)

Balanced USA Communication Services, Technology Published Sharia compliant Launch score: 77.1

Mixed Fund balanced blend across related sectors: Communication Services, Technology.

Portfolio style: Mixed fund: balanced screen combining profitability, valuation, growth, and income signals rather than a single style extreme.

Unit price is a model/reference NAV for copy allocation. Subscription follows the portfolio’s companies, weights, and moves — the platform does not sell units or take investment money.

Unit Price · USD

$219.47

Follow access / month $9.99

Portfolio outlook

Historical efficiency looks constructive: positive longer-term return, manageable drawdown, and acceptable risk-adjusted performance. Future results can differ.

YTD

57.97%

Since Inception

119.47%

Price return

119.47%

Income return

0.36%

Portfolio cash

29.34

1 Month

1.82%

3 Months

1.28%

1 Year

83.76%

Distribution mode

Accumulation

Risk

Risk: High · 4/5

Volatility

28.22%

Max drawdown

15.08%

Sharpe

3.92

Unit Price Chart (older year monthly · recent year weekly · last month daily)

Daily NAV is stored in full; only the chart is downsampled for clarity.

Cash Distributions & Bonus Shares

Estimated cash dividends and last bonus/split for current holdings. Price chart above shows price return only.

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Sector Allocation

Technology: 43.7% Communication Services: 24.8% Healthcare: 18.1%

Portfolio Holdings

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Subscribe to follow the portfolio’s companies, weights, and moves

Follow fee only — not a unit purchase; the platform does not take investment money.