About BDC First Fund (Equity Fund)
BDC First Fund (Equity Fund) is an investment fund profile on SNDUK. This page explains BDC First Fund (Equity Fund) performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
BDC First Fund (Equity Fund) is managed by هيرمس لإدارة المحافظ المالية وصناديق الاستثمار. Fund type: equity. Fund code: CEF. Assets under management: 1931347980. Minimum investment: وثيقة واحدة. Inception date: 12/30/1995.
Banque du Caire First Fund is an open-ended equity fund that focuses on achieving long-term capital growth through active investment in equities listed on the Egyptian Exchange, with professional management by EFG Hermes, one of the leading asset management institutions in the market.
The fund follows an active investment strategy aimed at outperforming the market average by allocating assets flexibly across equities, fixed income instruments, and cash, within defined investment guidelines.
The majority of the fund’s assets are allocated to equities, with exposure ranging from a minimum of 30% up to a maximum of 95% of total assets. This reflects the fund’s aggressive nature and its primary focus on capital appreciation.
On the other hand, up to 40% of the portfolio may be allocated to fixed income instruments to provide balance and help reduce volatility during periods of market uncertainty.
The fund also maintains a liquidity ratio ranging between 5% and 30%, allowing flexibility in managing cash flows and the ability to capture emerging investment opportunities.
Additionally, the fund adheres to diversification limits, where exposure to a single company does not exceed 15% of total assets, helping to reduce concentration risk and enhance portfolio stability.
BDC First Fund (Equity Fund) fund details
BDC First Fund (Equity Fund) is managed by هيرمس لإدارة المحافظ المالية وصناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for BDC First Fund (Equity Fund).
BDC First Fund (Equity Fund) is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify BDC First Fund (Equity Fund) in market data using fund code CEF.
BDC First Fund (Equity Fund) reports assets under management of 1931347980.
The minimum investment amount to participate in BDC First Fund (Equity Fund) is وثيقة واحدة.
BDC First Fund (Equity Fund) was launched on 12/30/1995, giving investors a track record to evaluate long-term performance.
BDC First Fund (Equity Fund) performance summary
Return over 1 week: -5.7705%. Return over 1 month: -6.7076%. Return over 3 months: +5.428%. Return over 6 months: +16.2864%. Return over 1 year: +41.4556%. Return over since inception: +376.2316%.
Use this SNDUK fund page to review BDC First Fund (Equity Fund) returns, manager details, and strategy before investing.
SNDUK publishes BDC First Fund (Equity Fund) data to help investors compare Egyptian investment funds with transparent performance and fund information.
