About Mubasher Equity Fund
Mubasher Equity Fund is an investment fund profile on SNDUK. This page explains Mubasher Equity Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
Mubasher Equity Fund is managed by مباشر لتكوين وإدارة محافظ الأوراق المالية. Fund type: equity. Fund code: MEF. Assets under management: 14936877. Minimum investment: وثيقة واحدة. Inception date: 11/8/2024.
Mubasher Equity Fund is an open-ended investment fund that aims to achieve capital growth over the medium and long term through professional management relying on financial and economic analysis to identify the best investment opportunities.
The fund invests primarily in shares listed on the Egyptian Exchange and global depositary receipts of Egyptian companies listed on foreign exchanges, alongside corporate bonds, fixed income instruments, bank deposits, and money market tools in accordance with the approved investment policy. The fund is anchored on diversification, while giving the investment manager the flexibility to rotate between equities and debt instruments based on market conditions.
The fund's allocation to Egyptian equities and global depositary receipts shall not exceed 95% of its net assets, with a minimum of 50% subject to the investment manager's outlook and prevailing market conditions. Up to 100% of the fund's assets may be invested in deposits, fixed income, and government instruments to manage market risks. Liquidity shall not fall below 5% of the fund's net assets at any time.
Mubasher Equity Fund fund details
Mubasher Equity Fund is managed by مباشر لتكوين وإدارة محافظ الأوراق المالية. The asset manager oversees portfolio decisions and fund operations for Mubasher Equity Fund.
Mubasher Equity Fund is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify Mubasher Equity Fund in market data using fund code MEF.
Mubasher Equity Fund reports assets under management of 14936877.
The minimum investment amount to participate in Mubasher Equity Fund is وثيقة واحدة.
Mubasher Equity Fund was launched on 11/8/2024, giving investors a track record to evaluate long-term performance.
Mubasher Equity Fund performance summary
Return over 1 week: +1.8655%. Return over 1 month: +5.1219%. Return over 3 months: +11.2385%. Return over 6 months: +28.4604%. Return over 1 year: +63.8616%. Return over since inception: +76.9673%.
Use this SNDUK fund page to review Mubasher Equity Fund returns, manager details, and strategy before investing.
SNDUK publishes Mubasher Equity Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
