Blue Planet Financials Growth and Income Investment Trust PLC

(BPFU_u.L)

 
0/5

BBG001SFZMB4

Not Compliant

BPFU_u

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BPFU_u

BBG001SFZMB4

BPFU_u.L

At close:
AAOIFI
S&P
DJIM
FTSE
MSCI

Blue Planet Financials Growth and Income Investment Trust PLC is not Shariah Compliant because of its involvement in Corporate Financial Services (NEC) and related activities.

Financial Ratios

AAOIFI S&P DJIM FTSE MSCI
Debt: %
Limit: 30%
Debt: %
Limit: 33%
Debt: %
Limit: 33%
Debt: %
Limit: 33.33%
Debt: %
Limit: 33.33%
NCA: %
Limit: 30%
Cash: 51.17%
Limit: 33.33%
Cash: 51.17%
Limit: 33.33%
C+AR: 51.17%
Limit: 50%
C+AR: 51.17%
Limit: 33.33%

Impure Income

N/A
Interest Income
Total

Purification & Zakat Calculator

Based on the AAOIFI standards

$0.15
$0.00
More Info
Purification & Zakat
  • Purification and Zakat (for long-term investing) calculations are in USD per share and based on AAOIFI methodology. AAOIFI requires purification every financial period (e.g. quarterly). 
  • If you follow S&P Shariah’s Dividend-only purification, then remove the impure income % from the dividends you receive. No purification required for non-dividend paying stocks, according to S&P Shariah.
  • For Zakat, if you did not invest in a company from a long term perspective, then consider the shares as trading goods and give 2.5% of the total value if a year has passed on them. 
  • AAOIFI: Non-compliant liabilities (like Interest-based Debt) & Non-compliant Assets (like Interest-based Investments) should each be < 30% of Market cap. Source: AAOIFI SS21
  • S&P Shariah: Interest-based Debt < 33% of 36-mo avg. Market cap. Source: S&P Shariah Methodology
  • Dow Jones Islamic Market (DJIM) Rulebook: Interest-based Debt < 33% of 24-mo avg. Market cap. Source: DJIM Methodology
  • FTSE Shariah: Interest-based Debt and Cash and interest-bearing items should each be < 33.33% of Total Assets. Accounts receivable and cash < 50% of Total Assets. Source: FTSE RUSSELL
  • MSCI Islamic: Interest-based Debt,  Cash and interest-bearing items, &  Accounts receivable and cash should each be < 33.33% of Total Assets. Source: MSCI Islamic Indexes
  • Impure income < 5% for all standards.