About Beltone Financial Fund
Beltone Financial Fund is an investment fund profile on SNDUK. This page explains Beltone Financial Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Beltone Financial Fund is managed by بلتون لإدارة صناديق الاستثمار. Fund type: equity. Fund code: BFF. Assets under management: 27944013. Minimum investment: وثيقة واحدة. Inception date: 2/18/2025.
Belton Financial Fund is the third issuance of Belton’s multi-issuance fund “Tharwat”. It is an equity investment fund focused on banking sector stocks and non-banking financial services companies listed on the Egyptian Exchange .. and it is managed by Belton Asset Management. The fund aims to build a diversified portfolio consisting of bank shares and non-banking financial services companies, with a focus on diversification within these sectors to achieve stable performance over the long term.
This fund represents a specialized investment opportunity that allows investors to participate in the structural growth of Egypt’s financial services sector, including insurance, commercial finance, and other financial companies, through a regulated investment vehicle supervised by the Financial Regulatory Authority.
What are the investment limits and controls of the Belton Financial Fund?
The fund requires that investments in banking and non-banking financial services sector equities represent no less than 90% of the net asset value of the issuance at all times.
It is also permitted to maintain liquidity of up to 10% of the fund’s net assets, which may be invested in one or more of the following: investment fund units (not exceeding 5% of the fund’s value) .. money market funds and fixed income funds, as well as cash balances in current accounts or deposits at banks regulated by the Central Bank of Egypt.
Beltone Financial Fund fund details
Beltone Financial Fund is managed by بلتون لإدارة صناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Beltone Financial Fund.
Beltone Financial Fund is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Beltone Financial Fund in market data using fund code BFF.
Beltone Financial Fund reports assets under management of 27944013.
The minimum investment amount to participate in Beltone Financial Fund is وثيقة واحدة.
Beltone Financial Fund was launched on 2/18/2025, giving investors a track record to evaluate long-term performance.
Beltone Financial Fund performance summary
Return over 1 week: +2.8915%. Return over 1 month: +2.5862%. Return over 3 months: +8.085%. Return over 6 months: +26.3747%. Return over 1 year: +55.7374%. Return over since inception: +69.2954%.
Use this SNDUK fund page to review Beltone Financial Fund returns, manager details, and strategy before investing.
SNDUK publishes Beltone Financial Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
