About Tawazon QNB Al Ahli 2 Balanced Fund Tawazon
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon is an investment fund profile on SNDUK. This page explains Tawazon QNB Al Ahli 2 Balanced Fund Tawazon performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon is managed by بلتون لإدارة صناديق الاستثمار. Fund type: balanced. Fund code: QTF. Assets under management: 200029088. Minimum investment: وثيقة واحدة. Inception date: 10/17/2010.
The investment policy of the Tawazon Fund by QNB Al Ahli is based on maximum exposure limits rather than fixed asset allocation ratios. Equity investments may not exceed 60% of net asset value, with the same cap applied to fixed income instruments, in addition to allowing investments in other mutual funds up to 20% of assets. The equity component is primarily directed toward blue-chip companies linked to the EGX30 index, while concentration limits are imposed, including a maximum of 20% per single issuer and 15% per issue. Furthermore, certain fixed income instruments are subject to a minimum credit rating requirement of BBB.
Rather than relying on a fixed allocation between equities and fixed income, the fund operates within a flexible investment framework that defines upper limits for each asset class, while leaving allocation decisions within these boundaries to the fund manager based on market conditions. This approach shifts the focus away from static allocation percentages toward the timing of exposure adjustments, making performance more dependent on the manager’s ability to read and respond to market dynamics rather than adhering to a predefined allocation structure.
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon fund details
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon is managed by بلتون لإدارة صناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Tawazon QNB Al Ahli 2 Balanced Fund Tawazon.
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon is classified as a balanced fund, which shapes its risk profile and investment universe.
Investors can identify Tawazon QNB Al Ahli 2 Balanced Fund Tawazon in market data using fund code QTF.
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon reports assets under management of 200029088.
The minimum investment amount to participate in Tawazon QNB Al Ahli 2 Balanced Fund Tawazon is وثيقة واحدة.
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon was launched on 10/17/2010, giving investors a track record to evaluate long-term performance.
Tawazon QNB Al Ahli 2 Balanced Fund Tawazon performance summary
Return over 1 week: -2.2873%. Return over 1 month: -1.7199%. Return over 3 months: +9.9615%. Return over 6 months: +17.8592%. Return over 1 year: +39.4203%. Return over since inception: +697.0212%.
Use this SNDUK fund page to review Tawazon QNB Al Ahli 2 Balanced Fund Tawazon returns, manager details, and strategy before investing.
SNDUK publishes Tawazon QNB Al Ahli 2 Balanced Fund Tawazon data to help investors compare Egyptian investment funds with transparent performance and fund information.