About Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen is an investment fund profile on SNDUK. This page explains Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen is managed by النعيم للاستثمارات المالية. Fund type: balanced. Fund code: BMT. Assets under management: 54104784. Minimum investment: 10 وثائق. Inception date: 8/11/2010.
Al Baraka Egypt Balanced Fund is not built on the traditional concept of asset allocation; rather, it is structured around organizing sources of return within a Sharia-compliant framework, where returns are generated from multiple streams, each serving a specific role within the portfolio.
Instead of treating the investment as a single block, the fund approaches its components as distinct elements with different functions. Sharia-compliant equities are used to capture growth opportunities in the market, while Islamic financing instruments are utilized to generate periodic income and maintain stable cash flows.
This structure is not managed in a fixed manner, but rather as an adjustable framework, where asset weights shift within defined limits according to market conditions, without breaching Sharia guidelines or regulatory constraints. According to the prospectus, equity exposure can reach up to approximately 65% of the fund’s assets, reflecting a moderate level of flexibility rather than a fully open allocation.
In addition to equities and Islamic financing instruments, the portfolio may also include complementary assets such as Sukuk or other investment funds, aiming to create additional layers of diversification rather than relying on a single source of return.
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen fund details
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen is managed by النعيم للاستثمارات المالية. The asset manager oversees portfolio decisions and fund operations for Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen.
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen is classified as a balanced fund, which shapes its risk profile and investment universe.
Investors can identify Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen in market data using fund code BMT.
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen reports assets under management of 54104784.
The minimum investment amount to participate in Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen is 10 وثائق.
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen was launched on 8/11/2010, giving investors a track record to evaluate long-term performance.
Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen performance summary
Return over 1 week: -1.1834%. Return over 1 month: -0.1727%. Return over 3 months: +12.6931%. Return over 6 months: +25.4151%. Return over 1 year: +39.0215%. Return over since inception: +476.8198%.
Use this SNDUK fund page to review Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen returns, manager details, and strategy before investing.
SNDUK publishes Al Baraka Bank shariah compliant balanced Fund - Al Motawzeen data to help investors compare Egyptian investment funds with transparent performance and fund information.