Partners Value Investments LP

PVF_u.V

Not Compliant
Exchange
Sector
Headquarters
Group
TSX
Financials
Bermuda
Mid cap

Partners Value Investments LP is not Shariah Compliant because of its involvement in Investment Management & Fund Operators (NEC) and related activities.

-

Impure Income*

-

Purification*

-

Zakat*

Financials

Market cap Group
Analysts' Rating
Price Target (Mean)
Price Target (Low)
Price Target (High)
Total Analysts
Mid cap
0
$0.00
$0.00
$0.00
0
Revenue Growth
Operating Margin
Net Profit Margin
Quick Ratio
Current Ratio
EPS Growth
17.28%
0.00%
0.00%
0.00
0.00
0.00%

Shariah Compliance

  • Updated on April 14, 2025
Debt
15.63%
✓
Non-Compliant Assets
✓
Impure Income

AAOIFI Rulebook:

  • Non-compliant Liabilities (like Interest-based Debt) < 30% of Market cap
  • Non-compliant Assets (like Interest-based Investments) < 30% of Market cap
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: AAOIFI SS21

Debt
25.23%
✓
Impure Income

S&P Sharia Rulebook:

  • Interest-based Debt < 33% of 36-mo avg. Market cap
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: S&P Shariah Methodology

Debt
23.24%
✓
Impure Income

Dow Jones Islamic Market (DJIM) Rulebook:

  • Interest-based Debt < 33% of 24-mo avg. Market cap
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: DJIM Methodology

Debt
11.9%
✓
Cash
1.63%
✓
Cash & AR
2.14%
✓
Impure Income

FTSE Shariah Rulebook:

  • Interest-based Debt < 33.33% of Total Assets
  • Cash and interest-bearing items < 33.33% of Total Assets
  • Accounts receivable and cash < 50% of Total Assets
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: FTSE RUSSELL

Debt
11.9%
✓
Cash
1.63%
✓
Cash & AR
2.14%
✓
Impure Income

MSCI Islamic Rulebook:

  • Interest-based Debt < 33.33% of Total Assets
  • Cash and interest-bearing items < 33.33% of Total Assets
  • Accounts receivable and cash < 33.33% of Total Assets
  • Impure Revenues (incl. Interest Income) < 5% of Total Revenues

Source: MSCI Islamic Indexes

Impure Income Breakdown

-
-
Interest Income
-

Note on Purification and 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. 

Company Profile

Partners Value Investments L.P. is a Bermuda-based investment partnership. The Company’s principal investments are an ownership interest in approximately 121 million BN Shares and approximately 31 million Class A limited voting shares of Brookfield Asset Management Ltd. The Company’s objective is to provide its unitholders with capital appreciation and holders of preferred units with income returns. Its investment income includes dividends from its investment in Brookfield Corporation and Brookfield Asset Management Ltd. shares and other securities. Its investments in Brookfield Corporation and Brookfield Asset Management Ltd. are owned indirectly through its wholly owned subsidiaries, Partners Value Investments Inc., and Partners Value Split Corp. It also holds a portfolio of other securities, including investments in limited partnership units of Brookfield Business Partners, BNRE Shares and a diversified portfolio of other securities. The Company is managed by PVI Management Trust.

Found the Stock You’re Looking For? Open an Account Today!

Opening an account has never been easier! Please fill out the form here and an advisor will be in touch to walk you through the process!

Still have some further questions?

Schedule a Free Consultation