The sukuk income looked predictable. The exit needed another conversation.
For values-led investors, a sukuk review should connect eligibility and structure with liquidity, currency exposure and the intended holding period.
Every holding passed the screen. Is the portfolio still too concentrated?
Shariah eligibility answers one question. Understanding company weights, overlapping holdings and shared business risks answers another.
Shariah screening is a process, not a permanent label
A company’s activities and finances can change. Understand which screening framework is used, when it was applied and how ongoing reviews work.