About Beltone Fixed Income USD Fund
Beltone Fixed Income USD Fund is an investment fund profile on SNDUK. This page explains Beltone Fixed Income USD Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Beltone Fixed Income USD Fund is managed by بلتون لإدارة صناديق الاستثمار. Fund type: fixed_income_usd. Fund code: BUS. Assets under management: 0. Minimum investment: وثيقة واحدة. Inception date: 2/17/2025.
Beltone USD Accumulative & Periodic Distribution Fund is one of the investment funds specialized in USD fixed income instruments .. and it aims to achieve a stable return while preserving capital through professional management based on diversifying investments across low to medium risk financial instruments.
What is the fund’s investment strategy?
The fund aims to provide a USD denominated savings and investment vehicle that generates periodic and cumulative returns through investing in debt instruments of various maturities .. while maintaining a relatively low level of risk.
Its strategy relies on flexible allocation within fixed-income instruments, where the fund can allocate all assets to bank deposits and money market instruments or to US dollar treasury bills and bonds .. with the ability to allocate up to 50% to corporate bonds with good credit ratings, and up to 40% in other investment funds.
The fund also adheres to strict risk management limits, including not exceeding 15% of assets in a single security, or 20% of a single company’s securities .. as well as a maximum of 20% investment in one fund, ensuring a balance between return and stability while providing regular liquidity to investors through periodic redemption mechanisms.
Beltone Fixed Income USD Fund fund details
Beltone Fixed Income USD Fund is managed by بلتون لإدارة صناديق الاستثمار. The asset manager oversees portfolio decisions and fund operations for Beltone Fixed Income USD Fund.
Beltone Fixed Income USD Fund is classified as a fixed_income_usd fund, which shapes its risk profile and investment universe.
Investors can identify Beltone Fixed Income USD Fund in market data using fund code BUS.
Beltone Fixed Income USD Fund reports assets under management of 0.
The minimum investment amount to participate in Beltone Fixed Income USD Fund is وثيقة واحدة.
Beltone Fixed Income USD Fund was launched on 2/17/2025, giving investors a track record to evaluate long-term performance.
Beltone Fixed Income USD Fund performance summary
Return over 1 week: +0.1461%. Return over 1 month: +0.7522%. Return over 3 months: +1.8975%. Return over 6 months: +3.7667%. Return over 1 year: +12.5024%. Return over since inception: +14.1556%.
Use this SNDUK fund page to review Beltone Fixed Income USD Fund returns, manager details, and strategy before investing.
SNDUK publishes Beltone Fixed Income USD Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
