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Discretionary portfolios fund fact sheets

Core Equity Portfolio

January (pdf)
February (pdf)
March (pdf)
March (Quarterly) (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

Balanced Portfolio

January (pdf)
February (pdf)
March (pdf)
March (Quarterly) (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

High Dividend Portfolio

January (pdf)
February (pdf)
March (pdf)
March (Quarterly) (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

Focused Core Equity Portfolio

January (pdf)
February (pdf)
March (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

Core Equity Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (pdf)
October (pdf)
November (pdf)
December (pdf)

Balanced Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (pdf)
October (pdf)
November (pdf)
December (pdf)

High Dividend Portfolio

January (pdf)
February (pdf)
March (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (pdf)
October (pdf)
November (pdf)
December (pdf)
December (Quarterly) (pdf)

Focused Core Equity Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (pdf)
October (pdf)
November (pdf)

Core Equity Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Balanced Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

High Dividend Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (pdf)
December (Quarterly) (pdf)

Focused Core Equity Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (pdf)

Core Equity Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Balanced Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

High Dividend Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Focused Core Equity Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Core Equity Portfolio

January (pdf)
February (pdf)
April (pdf)
May (pdf)
July (pdf)
August (pdf)

International Portfolio

March (pdf)
March (Quarterly) (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

International Equity Note

March (pdf)
March (Quarterly) (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

Global Sharia Equite Note

March (pdf)
March (Quarterly) (pdf)
May (pdf)
June (pdf)
June Quarterly (pdf)
July (pdf)

Global ETF Portfolio (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)

Global ETF Portfolio - Multiple (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)

International Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (pdf)
December (Quarterly) (pdf)

International Equity Note

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)

Global Sharia Equity Note

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)

Global ETF Portfolio (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio - Multiple (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Portfolio (CAGR)

January (pdf)
February (pdf)
April (pdf)
May (pdf)

International Equity Note

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Equity Note (CAGR)

January (pdf)
February (pdf)
April (pdf)
May (pdf)

Global Sharia Equity Note

February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio - Multiple (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Portfolio (CAGR)

October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Equity Note

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Equity Note (CAGR)

October (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio - Multiple (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Portfolio

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
October (pdf)
November (pdf)
December (Quarterly) (pdf)

International Equity Note

October (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio (minimum $20 000)

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
November (pdf)
December (Quarterly) (pdf)

Global ETF Portfolio - Multiple Multiple (minimum

January (pdf)
February (pdf)
March (Quarterly) (pdf)
April (pdf)
May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
November (pdf)
December (Quarterly) (pdf)

International Portfolio

May (pdf)
June (Quarterly) (pdf)
July (pdf)
August (pdf)
September (Quarterly) (pdf)
November (pdf)
December (Quarterly) (pdf)
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