About Al Wefak Shariah Compliant Investment Fund
Al Wefak Shariah Compliant Investment Fund is an investment fund profile on SNDUK. This page explains Al Wefak Shariah Compliant Investment Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Al Wefak Shariah Compliant Investment Fund is managed by سي آي لإدارة الأصول. Fund type: equity. Fund code: WSF. Assets under management: 140288168. Minimum investment: 50 وثيقة. Inception date: 8/19/2011.
Al Wefak Islamic Fund aims to achieve cumulative capital growth by investing primarily in Shariah-compliant equities listed on the Egyptian market, alongside other Islamic financial instruments, while maintaining a well-balanced risk-return profile through careful and diversified asset allocation.
Unlike index-tracking funds, Al Wefak follows an active management approach based on selection and analysis. The investment manager evaluates market opportunities through economic research and sector analysis, rather than merely replicating market performance, while strictly adhering to Shariah guidelines.
The fund operates under a set of strict investment constraints designed to minimize risk and ensure effective diversification. Investment in a single security must not exceed 10% of net assets, exposure to a single issuer is capped at 20%, and total exposure to a related group must not exceed 30% of assets. The fund may also invest in other Shariah-compliant funds up to a maximum of 20% of total assets, while maintaining a minimum liquidity level of 5% to efficiently meet redemption requests. Collectively, these constraints make the fund relatively more conservative compared to pure equity funds, while maintaining a clear balance between growth and risk management.
The fund is designed for investors who seek exposure to equities within a strict Shariah-compliant framework, aim for long-term capital growth with controlled risk, and prefer professional portfolio management over individual investment decisions.
Al Wefak Shariah Compliant Investment Fund fund details
Al Wefak Shariah Compliant Investment Fund is managed by سي آي لإدارة الأصول. The asset manager oversees portfolio decisions and fund operations for Al Wefak Shariah Compliant Investment Fund.
Al Wefak Shariah Compliant Investment Fund is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Al Wefak Shariah Compliant Investment Fund in market data using fund code WSF.
Al Wefak Shariah Compliant Investment Fund reports assets under management of 140288168.
The minimum investment amount to participate in Al Wefak Shariah Compliant Investment Fund is 50 وثيقة.
Al Wefak Shariah Compliant Investment Fund was launched on 8/19/2011, giving investors a track record to evaluate long-term performance.
Al Wefak Shariah Compliant Investment Fund performance summary
Return over 1 week: -0.5402%. Return over 1 month: -0.4098%. Return over 3 months: +10.2526%. Return over 6 months: +22.0265%. Return over 1 year: +30.4258%. Return over since inception: +323.1642%.
Use this SNDUK fund page to review Al Wefak Shariah Compliant Investment Fund returns, manager details, and strategy before investing.
SNDUK publishes Al Wefak Shariah Compliant Investment Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
