🕌 Islamic Finance Guide

Shariah Compliant
ETF in Malaysia

The complete guide for Muslim investors. How Islamic ETF screening works, every halal ETF on Bursa Malaysia listed, and which one is right for your goals.

🕌 10+ Shariah ETFs on Bursa
SC & SAC certified
💰 From RM 100
📜 Fatwa-backed screening
☪️
Are ETFs Halal in Malaysia?
Yes — many ETFs listed on Bursa Malaysia are Shariah-certified. They are screened by recognised Shariah advisers, approved by Malaysia's Securities Commission Shariah Advisory Council (SAC), and structured to avoid riba (interest), gharar (uncertainty), and haram activities. This guide covers every certified option.
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How Shariah Screening Works for ETFs
The two-stage process that determines if an ETF is halal

For an ETF to be classified as Shariah-compliant in Malaysia, it must pass a rigorous two-stage screening process overseen by a qualified Shariah adviser and endorsed by the Securities Commission's Shariah Advisory Council (SAC).

Stage 1: Business Activity Screening — each company in the ETF's portfolio is screened to ensure it does not derive revenue from prohibited (haram) activities. Companies are excluded if they are involved in:

❌ Excluded
Riba-based Finance
Conventional banks, insurance companies, and any business earning primarily from interest (riba)
❌ Excluded
Alcohol & Tobacco
Production, distribution, or retail of alcohol, pork, and tobacco products
❌ Excluded
Gambling & Entertainment
Casinos, gaming, lottery, adult entertainment, and related businesses
❌ Excluded
Weapons & Defence
Manufacturers of weapons or companies involved in non-defensive military activities
✓ Permitted
Technology
Software, hardware, semiconductors, internet companies (Apple, Microsoft, Nvidia etc.) — generally halal
✓ Permitted
Healthcare & Consumer
Pharmaceuticals, medical devices, halal consumer goods, food & beverage (non-alcohol)

Stage 2: Financial Ratio Screening — even companies in permitted industries must pass debt and interest income thresholds. The common benchmarks used by SC Malaysia are:

✓ Threshold
Debt Ratio
Total debt must be less than 33% of total assets. Highly leveraged companies are excluded.
✓ Threshold
Interest Income
Interest income from conventional deposits must be less than 5% of total revenue.
✓ Threshold
Cash & Receivables
Cash and accounts receivable must not exceed 49% of total assets (liquidity test).
✓ Ongoing
Annual Re-Screening
Every holding is re-screened at least annually. If a company fails, it is removed from the index.
🟡 What Is Income Purification (Pembersihan Pendapatan)?
Even in Shariah-compliant ETFs, some companies may earn a small amount of non-compliant income (below the threshold). When an ETF pays dividends, a small portion equivalent to this non-compliant income must be donated to charity — this is called purification (tazkiyah). The ETF's Shariah adviser calculates the purification ratio. For most Malaysian Shariah ETFs, this is typically less than 1–2% of dividends received. Your broker or fund statement will note the purification amount if applicable.
🕌 All Shariah-Compliant ETFs on Bursa Malaysia ✓ SC / SAC Certified
ETF Category Annual Fee Manager Shariah Adviser Live Price
0828EA TradePlus Shariah Gold Tracker AmInvest (Am Islamic Funds) Gold 0.40% AmInvest BIMB Investment
0827EA EQ8 Dow Jones US Titans 50 ETF Licensed fund manager US Equity ~0.50% Licensed manager ISRA Consultancy
0825EA EQ8 MSCI South East Asia Islamic Dividend Licensed fund manager SEA Equity ~0.50% Licensed manager ISRA Consultancy
0824EA EQ8 MSCI Malaysia Islamic Dividend Licensed fund manager Malaysia ~0.50% Licensed manager ISRA Consultancy
0821EA EQ8 Dow Jones Malaysia Titans 25 ETF Licensed fund manager Malaysia ~0.50% Licensed manager ISRA Consultancy

Prices fetched live from Yahoo Finance · Refresh every 60 seconds · Verify at Bursa Malaysia before trading · Shariah status subject to annual re-screening by respective Shariah advisers

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Shariah ETF vs Conventional ETF
Key differences and what you actually give up (or gain)

A common concern among Muslim investors is whether choosing a Shariah ETF means sacrificing returns. The evidence suggests the gap is smaller than many expect — and on some metrics Shariah portfolios have outperformed.

🕌 Shariah ETF
✓ No banks or interest-based businesses in holdings
✓ Lower debt ratios — companies are financially stronger
✓ No tobacco, alcohol, gambling exposure
✓ Annual re-screening keeps holdings clean
✓ Peace of mind for Muslim investors
⚠ Financials sector underweighted (banks excluded)
⚠ Slightly fewer holdings in some indices
📊 Conventional ETF
Includes banks, insurers, conventional finance
Includes tobacco and alcohol companies
Broader sector coverage
May hold high-debt leveraged companies
No religious restrictions on holdings
Not suitable for investors requiring halal compliance
Typically slightly lower fees (marginal)
📜 Performance Note — What Research Shows
Academic studies comparing Islamic equity indices (DJIM, MSCI Islamic) to their conventional counterparts over 10–20 year periods generally find similar long-term returns, with Shariah indices sometimes outperforming during downturns. This is partly because excluding highly leveraged financial companies (which underperformed in 2008–2009 and COVID-19) reduced drawdown. The cost of being Shariah-compliant, measured purely in returns, has historically been negligible for diversified portfolios.
🕌 Find Your Best Halal ETF — 3 Questions
Answer three questions to get a personalised recommendation
1 What is your primary investment goal?
📈 Long-term growth 💰 Regular income / dividends 🛡️ Wealth preservation
2 Which markets do you want exposure to?
🌍 US / Global 🇲🇾 Malaysia only 🌏 Southeast Asia 🔀 Mix of all
3 How do you feel about currency risk (USD/MYR)?
✅ Fine with it — I want global exposure 🇲🇾 Prefer MYR-only investments
Your Best Shariah ETF Match
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What About HLAL ETF & Wahed Invest?
US-listed halal ETF options for Malaysian investors

Many Malaysians search for HLAL ETF (Wahed FTSE USA Shariah ETF, ticker: HLAL on NYSE Arca) after seeing it discussed in personal finance communities. HLAL is a US-listed Shariah-compliant ETF tracking the FTSE USA Shariah Index — it is real, regulated, and genuinely halal-certified.

However, to buy HLAL you need a broker with US market access (moomoo, Tiger Brokers, or Interactive Brokers). You cannot buy HLAL through Rakuten Trade or most Malaysian bank brokers. Key considerations:

✓ HLAL Advantages
HLAL (US-Listed)
Larger fund (USD 500M+ AUM), broad US equity coverage (~200 stocks), traded in USD, lower expense ratio (~0.50%)
✓ Malaysia Alternative
0827EA (Bursa-Listed)
Buy in MYR through any Malaysian broker, Shariah-certified locally, no US estate tax exposure, simpler for Malaysian residents
⚠️ US Estate Tax Warning for HLAL Investors

Malaysian investors holding US-listed ETFs (including HLAL) are subject to US estate tax of up to 40% on holdings exceeding USD 60,000 at death. This is a real and often-overlooked risk. Bursa-listed ETFs like 0827EA are not subject to US estate tax. For portfolios above ~RM 280,000 in US ETFs, this risk deserves serious consideration. Consult a licensed financial planner who understands cross-border estate issues.

Wahed Invest Malaysia is a separate product — a robo-adviser platform offering Shariah-compliant portfolios. It is not an ETF itself but invests in a mix of halal ETFs and sukuk. It is a valid option for investors who want a managed Shariah portfolio without choosing individual ETFs. Lower minimum investment (from RM 100) and simpler onboarding compared to a broker account.

Frequently Asked Questions

How do I know if an ETF is truly Shariah-compliant?
In Malaysia, an ETF is formally Shariah-compliant if: (1) it is approved by the Securities Commission's Shariah Advisory Council (SAC), (2) it has a named Shariah adviser (like BIMB Investment or ISRA Consultancy), and (3) this is stated in the fund prospectus. You can verify on the SC Malaysia website or Bursa Malaysia's ETF page. Do not rely only on marketing — check the official documents.
Is investing in Apple, Microsoft, or Nvidia halal?
Yes — Apple, Microsoft, Nvidia, Alphabet, and most major technology companies pass Shariah screening. They are included in Shariah indices like the Dow Jones Islamic Market and MSCI Islamic indices. They derive revenue from technology products and services (halal), have low debt ratios, and minimal interest income. This is why the EQ8 US Titans 50 (0827EA) holds these companies — they are halal-certified within that fund's Shariah framework.
Are Shariah ETFs monitored continuously or just at launch?
Ongoing monitoring is built into the structure. Each Shariah ETF has a named Shariah adviser who reviews the portfolio at minimum annually — and more frequently for indices that rebalance quarterly or semi-annually. If a holding becomes non-compliant (e.g. a company increases its debt ratio above threshold), it is removed at the next rebalancing. The SC SAC also conducts oversight at the fund level. Shariah compliance is not a one-time approval — it is a continuous obligation.
Can I use EPF money to invest in Shariah ETFs?
Some Shariah ETFs are on the EPF i-Invest approved list. EPF i-Invest allows you to withdraw a portion of Account 1 to invest in approved funds. The approved list is updated periodically — check EPF's official website for the current list. Not all Bursa-listed Shariah ETFs may be on the i-Invest list at any given time.
What happens to my investment if an ETF loses its Shariah certification?
If a Shariah ETF were to lose its certification (which has not happened to date with major Malaysian ETFs), the fund manager would be required to notify investors and restructure the portfolio. Investors would typically have a grace period to decide whether to hold or exit. The SC and SAC have strict requirements preventing certification lapses from happening without a formal remediation process. This scenario is extremely rare for established, listed ETFs in Malaysia.
Is gold investment halal in Islam?
Physical gold has always been permissible in Islam. However, the halal status of gold ETFs and paper gold depends on the structure. Conventional gold ETFs that use derivatives or unallocated gold may have Shariah concerns. The TradePlus Shariah Gold Tracker (0828EA) was specifically structured to address these concerns — it holds Shariah-compliant gold certificates approved by BIMB Investment as Shariah adviser. Investors should verify the specific structure with the fund prospectus and their own Shariah adviser if needed.

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