Kosher Investments
Question
Hello,
From a halachic standpoint, is it permitted to invest in a self-managed investment portfolio in index-tracking exchange-traded funds (ETFs), index-tracking funds, and Irish funds?
In addition, is it permitted to buy the following funds:
S&P 500 Index:
- An Irish fund traded in Israel in shekels, BlackRock, security number 1159250, physical replication, dividend taxation 15%.
- An Irish fund traded in Israel in shekels, Invesco, security number 1183441, synthetic replication, dividend taxation 0%.
ACWI Global Index:
- An Irish fund traded in Israel in shekels, BlackRock, security number 1159235, physical replication.
WORLD Global Index:
- An Irish fund traded in Israel in shekels, Invesco, security number 1185164, synthetic replication.
FTSE All-World Global Index:
- An Irish fund traded in Israel in shekels, Invesco, security number 1209220, physical replication.
Additional funds:
- Europe SMEA, security number 1159094.
- Emerging Markets EIMI, security number 1159169.
Thank you.
From a halachic standpoint, is it permitted to invest in a self-managed investment portfolio in index-tracking exchange-traded funds (ETFs), index-tracking funds, and Irish funds?
In addition, is it permitted to buy the following funds:
S&P 500 Index:
- An Irish fund traded in Israel in shekels, BlackRock, security number 1159250, physical replication, dividend taxation 15%.
- An Irish fund traded in Israel in shekels, Invesco, security number 1183441, synthetic replication, dividend taxation 0%.
ACWI Global Index:
- An Irish fund traded in Israel in shekels, BlackRock, security number 1159235, physical replication.
WORLD Global Index:
- An Irish fund traded in Israel in shekels, Invesco, security number 1185164, synthetic replication.
FTSE All-World Global Index:
- An Irish fund traded in Israel in shekels, Invesco, security number 1209220, physical replication.
Additional funds:
- Europe SMEA, security number 1159094.
- Emerging Markets EIMI, security number 1159169.
Thank you.
Answer
Hello and blessings,
I was unable to clarify the status of the specific funds you mentioned.
I am attaching a file with guidelines regarding investments.
I hope it will be of help to you.
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