About NBK Al-Mizan Balanced Fund
NBK Al-Mizan Balanced Fund is an investment fund profile on SNDUK. This page explains NBK Al-Mizan Balanced Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
NBK Al-Mizan Balanced Fund is managed by الوطني مصر للاستثمارات المالية. Fund type: balanced. Fund code: NAF. Assets under management: 130687758. Minimum investment: 100 وثيقة. Inception date: 8/30/2006.
Al-Mizan Balanced Fund by the National Bank of Kuwait – Egypt (NBK) is not managed as a product that relies solely on theoretical asset allocation. Instead, it operates as a market-driven fund, where the portfolio is constructed based on actual opportunities within Egyptian equities, supported by fixed income instruments to maintain balance. Equity exposure is capped at 60% of net asset value, with fixed income subject to the same limit, and a maximum of 50% allocated to short-term instruments, creating a broad range of flexibility while maintaining risk control.
A recent snapshot of the fund’s asset allocation at the beginning of 2026 shows a clear practical tilt toward equities, with equities accounting for approximately 54.2% of total assets, compared to 38.9% in treasury bills, alongside smaller allocations to cash and bonds. This reflects a tactical approach aimed at capturing upward market trends while maintaining a defensive component.
At the same time, the fund maintains a solid level of liquidity through short-term instruments, enabling it to reposition efficiently as market conditions shift—an important feature in a volatile environment such as the Egyptian market
NBK Al-Mizan Balanced Fund fund details
NBK Al-Mizan Balanced Fund is managed by الوطني مصر للاستثمارات المالية. The asset manager oversees portfolio decisions and fund operations for NBK Al-Mizan Balanced Fund.
NBK Al-Mizan Balanced Fund is classified as a balanced fund, which shapes its risk profile and investment universe.
Investors can identify NBK Al-Mizan Balanced Fund in market data using fund code NAF.
NBK Al-Mizan Balanced Fund reports assets under management of 130687758.
The minimum investment amount to participate in NBK Al-Mizan Balanced Fund is 100 وثيقة.
NBK Al-Mizan Balanced Fund was launched on 8/30/2006, giving investors a track record to evaluate long-term performance.
NBK Al-Mizan Balanced Fund performance summary
Return over 1 week: +1.9275%. Return over 1 month: +1.9545%. Return over 3 months: +12.465%. Return over 6 months: +20.529%. Return over 1 year: +36.1097%. Return over since inception: +1353.9396%.
Use this SNDUK fund page to review NBK Al-Mizan Balanced Fund returns, manager details, and strategy before investing.
SNDUK publishes NBK Al-Mizan Balanced Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
