ZAD

About ZAD

ZAD is a Shariah-compliant, rules-based investment strategy focused on high-conviction equity and ETF positions. The portfolio allocates across TSLA (Tesla, 40%), SMH (VanEck Semiconductor ETF, 40%), SPUS (SP Funds S&P 500 Sharia Industry Exclusions ETF, 10%), and Cash (10%). The strategy employs systematic rebalancing and strict Halal screening criteria, ensuring all holdings comply with Islamic finance principles. By combining growth-oriented technology and semiconductor exposure with a diversified Shariah-compliant equity index, ZAD seeks to deliver strong risk-adjusted returns while adhering to ethical investment guidelines.

Fees

• Management Fee: 1.80% p.a.
• Admin Fee: 0.20% p.a.
• Performance Fee: 20% above hurdle

Minimum Trade Size: 25 certificates

Download Termsheet (PDF) *Draft