About Alpha Shariaa Compliant Equity Fund - KFH Bank
Alpha Shariaa Compliant Equity Fund - KFH Bank is an investment fund profile on SNDUK. This page explains Alpha Shariaa Compliant Equity Fund - KFH Bank performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Alpha Shariaa Compliant Equity Fund - KFH Bank is managed by هيرمس لإدارة المحافظ المالية وصناديق الاستثمار. Fund type: equity. Fund code: KAE. Assets under management: 64014252. Minimum investment: 10 وثائق. Inception date: 12/24/2012.
Alpha Sharia-Compliant Equity Fund is an open-ended investment fund that aims to achieve long-term capital growth by investing in Sharia-compliant equities listed on the Egyptian Exchange .. with a focus on companies that have strong fundamentals and high growth potential.
The fund is actively managed by EFG Hermes Asset Management and follows a stock-picking approach based on in-depth financial and operational analysis, as well as the assessment of future growth opportunities, within a strict governance framework that ensures full compliance with Sharia principles.
According to the fund’s prospectus, Alpha Fund may allocate up to 95% of its assets to equities, with a minimum allocation of no less than 30% .. reflecting a strong equity-focused strategy. In addition, the fund may invest in sovereign and corporate sukuk with a combined maximum of 60% of assets, while corporate sukuk exposure is capped at 10% and must have a minimum credit rating of BBB-.
The fund may also invest in other Sharia-compliant funds up to a maximum of 20%, while maintaining a minimum liquidity level of 5%. Up to 30% of assets can be allocated to short-term instruments for liquidity management, with a strict prohibition on investments in private equity or direct investment funds.
Alpha Shariaa Compliant Equity Fund - KFH Bank fund details
Alpha Shariaa Compliant Equity Fund - KFH Bank is managed by هيرمس لإدارة المحافظ المالية وصناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Alpha Shariaa Compliant Equity Fund - KFH Bank.
Alpha Shariaa Compliant Equity Fund - KFH Bank is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Alpha Shariaa Compliant Equity Fund - KFH Bank in market data using fund code KAE.
Alpha Shariaa Compliant Equity Fund - KFH Bank reports assets under management of 64014252.
The minimum investment amount to participate in Alpha Shariaa Compliant Equity Fund - KFH Bank is 10 وثائق.
Alpha Shariaa Compliant Equity Fund - KFH Bank was launched on 12/24/2012, giving investors a track record to evaluate long-term performance.
Alpha Shariaa Compliant Equity Fund - KFH Bank performance summary
Return over 1 week: +1.8678%. Return over 1 month: -0.9746%. Return over 3 months: +14.9752%. Return over 6 months: +29.1627%. Return over 1 year: +60.964%. Return over since inception: +1089.3849%.
Use this SNDUK fund page to review Alpha Shariaa Compliant Equity Fund - KFH Bank returns, manager details, and strategy before investing.
SNDUK publishes Alpha Shariaa Compliant Equity Fund - KFH Bank data to help investors compare Egyptian investment funds with transparent performance and fund information.
