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
Composition of all the three asset classes.
Relatively minimal exposure to risk.
Appropriate for an investor with medium-risk tolerance.
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