About Al Ajial Fund - Suez Canal Bank
Al Ajial Fund - Suez Canal Bank is an investment fund profile on SNDUK. This page explains Al Ajial Fund - Suez Canal Bank performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Al Ajial Fund - Suez Canal Bank is managed by بلتون لإدارة صناديق الاستثمار. Fund type: equity. Fund code: SBA. Assets under management: 235252557. Minimum investment: 5 وثائق. Inception date: 10/1/2008.
Al Ajial Fund is the second equity investment fund established by Suez Canal Bank. It aims to grow investors’ capital over the medium and long term through primarily investing in equities listed on the Egyptian Exchange. Suez Canal Bank acts as the founding entity and subscription/redemption receiving agent, while Beltone Asset Management serves as the investment manager.
Al Ajial Fund follows an active investment strategy focused on capturing growth opportunities in the equity market, while maintaining sufficient flexibility to allocate part of its assets to fixed-income instruments and cash based on market conditions and the investment manager’s outlook, thereby balancing return enhancement with risk management.
According to Al Ajial's investment policy, investments in equities listed on the Egyptian Exchange must represent at least 70% of invested assets, while investments in equities listed on foreign exchanges may not exceed 30% of total invested assets. In addition, exposure to any single economic sector may not exceed 30% of invested assets, while investments in fixed-income instruments and cash are capped at 30% of total invested assets.
Al Ajial Fund - Suez Canal Bank fund details
Al Ajial Fund - Suez Canal Bank is managed by بلتون لإدارة صناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Al Ajial Fund - Suez Canal Bank.
Al Ajial Fund - Suez Canal Bank is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Al Ajial Fund - Suez Canal Bank in market data using fund code SBA.
Al Ajial Fund - Suez Canal Bank reports assets under management of 235252557.
The minimum investment amount to participate in Al Ajial Fund - Suez Canal Bank is 5 وثائق.
Al Ajial Fund - Suez Canal Bank was launched on 10/1/2008, giving investors a track record to evaluate long-term performance.
Al Ajial Fund - Suez Canal Bank performance summary
Return over 1 week: +1.3554%. Return over 1 month: +3.6442%. Return over 3 months: +10.9485%. Return over 6 months: +26.2118%. Return over 1 year: +50.323%. Return over since inception: +679.7386%.
Use this SNDUK fund page to review Al Ajial Fund - Suez Canal Bank returns, manager details, and strategy before investing.
SNDUK publishes Al Ajial Fund - Suez Canal Bank data to help investors compare Egyptian investment funds with transparent performance and fund information.
