Marble Capital Limited

Marble Beta Portfolio

This is a medium-risk investment portfolio designed to balance capital appreciation with capital preservation. The beta portfolio is for moderate investors who are medium risk-tolerant.

Marble Beta portfolio seeks to balance risks and optimize returns by investing up to 65% of the portfolio in quality listed equities and commodities and up to 35% of the portfolio in quality fixed income instruments.

These commodities include Soybean, Sorghum, Maize and Paddy rice which are all Shariah Compliant and gives high returns. The Equities in these portfolios are Shariah Compliant which enhances capital preservation and the fixed income instrument which includes Sukuks and Commercial papers gives an opportunity to invest in minimal risk investments. These includes Sukuks and Commercial Papers.

Risk Profile: Moderate

Composition: Commodities – up to 40%, Equities – up to 25%, Fixed Income – up to 35%
Benefits and features