About Al Baraka Bank Islamic Fund
Al Baraka Bank Islamic Fund is an investment fund profile on SNDUK. This page explains Al Baraka Bank Islamic Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Al Baraka Bank Islamic Fund is managed by هيرمس لإدارة المحافظ المالية وصناديق الاستثمار. Fund type: equity. Fund code: BEF. Assets under management: 381696702. Minimum investment: 10 وثائق. Inception date: 5/11/2006. IPO prospectus: نشرة اكتتاب صندوق استثمار بنك البركة.pdf. نشرة اكتتاب صندوق استثمار بنك البركة.pdf
Al Baraka Bank Islamic Fund is an open-ended equity fund that complies with the principles of Islamic Sharia. The fund aims to achieve long-term capital growth by investing in a diversified portfolio of financial assets that meet Sharia-compliant investment criteria, while seeking to generate returns that are appropriate relative to the level of risk. The fund is specialized in investing in Sharia-compliant Egyptian equities, and its investments are overseen by a Sharia Supervisory Committee that monitors compliance with the approved Islamic standards.
The fund’s investment policy is based on balancing growth opportunities with risk management through diversification across a range of companies and economic sectors. Investments in equities listed on the Egyptian Exchange may not exceed 95% of the fund’s total investments. The fund also maintains a minimum liquidity ratio of 5% of its net assets to meet redemption requests, while part of this liquidity may be invested in low-risk, highly liquid instruments, provided that such investments do not exceed 30% of net assets.
The fund’s investments are limited to companies and sectors that comply with Islamic Sharia principles, including telecommunications, industrials, food and beverages, housing, and various service-related activities. Activities that do not comply with the approved Sharia standards are excluded from the investment universe. In addition, investments in the securities of a single company may not exceed 15% of the fund’s net assets. Any new financial instruments or investment products must be reviewed and approved by the Sharia Supervisory Committee before the fund is permitted to invest in them.
Al Baraka Bank Islamic Fund fund details
Al Baraka Bank Islamic Fund is managed by هيرمس لإدارة المحافظ المالية وصناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Al Baraka Bank Islamic Fund.
Al Baraka Bank Islamic Fund is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Al Baraka Bank Islamic Fund in market data using fund code BEF.
Al Baraka Bank Islamic Fund reports assets under management of 381696702.
The minimum investment amount to participate in Al Baraka Bank Islamic Fund is 10 وثائق.
Al Baraka Bank Islamic Fund was launched on 5/11/2006, giving investors a track record to evaluate long-term performance.
Use this SNDUK fund page to review Al Baraka Bank Islamic Fund returns, manager details, and strategy before investing.
SNDUK publishes Al Baraka Bank Islamic Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
