About Beltone B35 Fund - EGX35 LV
Beltone B35 Fund - EGX35 LV is an investment fund profile on SNDUK. This page explains Beltone B35 Fund - EGX35 LV performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Beltone B35 Fund - EGX35 LV is managed by بلتون لإدارة صناديق الاستثمار. Fund type: equity. Fund code: B35. Assets under management: 67891240. Minimum investment: وثيقة واحدة. Inception date: 11/20/2025.
Beltone B35 Fund is the eighth issuance of Beltone’s multi-issuance fund “Tharwat”. The fund invests in the constituents of the EGX35-LV Index listed on the Egyptian Exchange.
The B35 Fund’s strategy is primarily based on investing in the stocks that make up the EGX35-LV Index, with the objective of tracking the index’s performance and benefiting from its methodology of selecting the least volatile companies among the most liquid and actively traded stocks in the Egyptian market. This provides investors with exposure to a diversified group of companies operating across various economic sectors while maintaining a relatively higher level of portfolio stability.
According to the prospectus, investments in the stocks comprising the EGX35-LV Index must represent no less than 70% of the issuance’s net assets, ensuring that the fund’s performance remains closely linked to that of its benchmark index. The fund may also hold up to 10% of its net assets in liquidity instruments, including money market funds, debt and fixed-income funds, cash balances in current accounts and bank deposits with banks regulated by the Central Bank of Egypt, as well as Egyptian treasury bills.
Beltone B35 Fund - EGX35 LV fund details
Beltone B35 Fund - EGX35 LV is managed by بلتون لإدارة صناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Beltone B35 Fund - EGX35 LV.
Beltone B35 Fund - EGX35 LV is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Beltone B35 Fund - EGX35 LV in market data using fund code B35.
Beltone B35 Fund - EGX35 LV reports assets under management of 67891240.
The minimum investment amount to participate in Beltone B35 Fund - EGX35 LV is وثيقة واحدة.
Beltone B35 Fund - EGX35 LV was launched on 11/20/2025, giving investors a track record to evaluate long-term performance.
Beltone B35 Fund - EGX35 LV performance summary
Return over 1 week: +1.0257%. Return over 1 month: +4.4621%. Return over 3 months: +13.9587%. Return over 6 months: +33.2013%. Return over since inception: +37.89%.
Use this SNDUK fund page to review Beltone B35 Fund - EGX35 LV returns, manager details, and strategy before investing.
SNDUK publishes Beltone B35 Fund - EGX35 LV data to help investors compare Egyptian investment funds with transparent performance and fund information.
