Shariah principles

In managing our investments, in consultation with the Shariah Advisory Board, we ensure our Fund is invested according to Islamic principles.  This means that certain industries are unlawful and therefore the SWIP Islamic Global Fund would not invest in the following;

  • gambling

  • tobacco

  • the production or sale of pork products

  • the production of intoxicating liquor

  • arms manufacturing

  • Cinema, and all media that contain pornographic material such as broadcasting, videos and DVDs

  • non-Islamically structured banking, finance, investment or life insurance business, or any other interest related activity.

If a company does not operate in any of the above industries but either holds interest bearing debt securities or has borrowed interest bearing debt, then these companies must satisfy the following guidelines (subject to confirmation from the Shariah Advisory Board):

Interest revenue shall not exceed 5% of total revenue
Non-Islamic structured borrowing must not exceed 30% of the total market value of the company’s stock
Cash plus accounts receivables plus interest bearing assets shall not exceed 30% of the company’s adjusted total assets.
Each company shall be comprised of 51% non-liquid assets.



Important Information

Important Information

For professional clients only – not to be relied upon by retail clients

The content of this website is intended for professional clients only and should not be accessed by individual retail investors.

The pages of this website are prepared and issued in the country of domicile to which you agreed on entry to it, and are intended for the information and use by residents of that country only. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.
Please click on the “Accept” button to confirm that you have read and understood the information given on our Legal and Privacy page and that you will accept cookies from this site. For more information about our Cookie policy and how to disable cookies on your computer please see the Privacy section on our Legal and Privacy page.


I have read the above Important Information and confirm that I accept cookies from this website and wish to continue

I have read the above Important Information and do not wish to continue using this website

Scottish Widows Investment Partnership Limited (SWIP) is registered in England and Wales, Company No. 794936. Registered Office is at 33 Old Broad Street, London EC2N 1HZ. Tel: 0131 655 8500. SWIP is authorised and regulated by the Financial Services Authority and is entered on their register under number 193707 (www.fsa.gov.uk).