Beltone Consumer Sectorial Fund

Belton Consumer Fund is a specialized sector fund focused on investing in consumer sector equities listed on the Egyptian Exchange .. targeting long-term capital growth through exposure to companies operating across food and beverages, retail, healthcare, education, and consumer spending-related services within the Egyptian market. The fund represents the sixth issuance under Belton Fund Management's multi-issuance "Tharwat" fund umbrella.

Belton Consumer Fund seeks to capitalize on the growth of consumer spending in Egypt by building a diversified portfolio of equities with direct exposure to domestic consumer demand. The fund grants its investment manager the flexibility to adjust sector and investment weightings in response to changing economic conditions and market dynamics .. with a focus on companies demonstrating strong growth rates and the ability to deliver stable operational performance over the long term.

The fund's investment policy sets clear boundaries for risk management and diversification. At least 70% of the issuance's invested assets must be allocated to consumer sector equities listed on the Egyptian Exchange, while a minimum of 10% of net assets must be maintained as cash to meet redemption requests and support liquidity management.

Exposure to any single company's securities may not exceed 15% of the issuance's net assets, nor 20% of that company's total outstanding securities. Investment in units of any other fund may not exceed 20% of the fund's net assets, nor 5% of the units of the investee fund. Additionally, exposure to securities issued by a single interconnected group may not exceed 20% of Belton Consumer Fund's net assets a constraint that reinforces diversification and limits concentration risk.