Share Market
28.47% Return in 12 Months! Pure Ethical Portfolio: Performance Update
Our Pure Ethical High Growth Portfolio has delivered a remarkable 28.47% return in the last 12 months, Elhamdulillah! Discover what makes us one of the best-performing Halal superannuation and investment options in Australia.
Kaan Doluner
Director
Performance Update: September 2024 Quarter
At Purewealth, we are thrilled to share some exciting news with you! Our Pure Ethical High Growth Portfolio has delivered a remarkable 28.47% return in the last 12 months, Elhamdulillah! This makes us one of the best-performing Halal superannuation and investment options in Australia.
Our Approach:
Our investment strategy is rooted in Islamic values and designed to help you achieve your financial goals while remaining Shariah-Compliant. The Pure Ethical High Growth Portfolio is a carefully selected blend of Australian shares, international shares, property, gold, and a small portion of cash (not earning interest).
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We take the time to understand your goals, time horizon, and risk tolerance, ensuring the portfolio is tailored to suit your needs. Our proactive approach means we rebalance the portfolio at least quarterly to capture new opportunities and keep it in line with Shariah standards.
Performance Highlights:
- Last 24 Months (to 30 September 2024): Our portfolio achieved an average return of 20.71% p.a., significantly outperforming the S&P/ASX 200, which returned 13.02% over the same period.
- Last 12 Months (to 30 September 2024): The portfolio delivered an impressive 28.47%, compared to the S&P/ASX 200’s 17.33% return.
Why Choose Us?
While many Islamic investment options have struggled with underperformance, we’ve proven that it’s possible to deliver strong returns while staying true to our faith. We’ve worked hard to achieve these results, and Elhamdulillah, they reflect the strength and diligence of our approach.
Looking Ahead:
Investing in a high growth portfolio is a long-term strategy, ideal for those with an investment horizon of at least 5-7 years. Markets may fluctuate in the short term, but over the long run, they have historically trended upward. We’re here to guide you through these ups and downs, ensuring that your wealth remains aligned with your values and goals.
Partner with a Proven Leader:
At Purewealth, we are committed to ensuring your investments not only perform well but do so in a way that you can feel good about. Whether you’re building towards retirement or growing your wealth for future generations, we are here to provide the ongoing support and guidance you need.
Ready to take the next step? Reach out to us today to learn how our high-performing, Halal-compliant investment strategies can help you achieve your financial dreams, Insha’Allah.
Disclaimers: Past performance is not a reliable indicator of future performance. Returns are net of administration costs and brokerage fees, but gross of advice fees and tax. Individual results may vary. Past performance is not a reliable indicator of future performance. Returns are net of administration costs and brokerage fees, but gross of advice fees and tax. Individual results may vary. Always consider your financial situation and objectives before acting on any advice.
