About NBE Al Ahly Hayah Balanced Fund
NBE Al Ahly Hayah Balanced Fund is an investment fund profile on SNDUK. This page explains NBE Al Ahly Hayah Balanced Fund performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
NBE Al Ahly Hayah Balanced Fund is managed by شركه الاهلي لاداره الاستثمارات الماليه. Fund type: balanced. Fund code: AHB. Assets under management: 443993529. Minimum investment: وثيقة واحدة. Inception date: 6/23/2021.
Ahly Hayah Balanced Fund is an open-ended mutual fund .. established in 2021 through a joint initiative between the National Bank of Egypt and Misr Life Insurance Company. The fund stands out with a unique feature that combines capital market investment with life insurance coverage for unitholders simultaneously, making it a comprehensive choice for those seeking wealth building alongside life insurance protection.
The fund targets medium to long-term capital growth through a diversified portfolio combining Egyptian Exchange-listed equities, fixed income instruments, and money market tools. Accordingly, the risk level is classified as moderate as a result of this balanced allocation.
The equity allocation ranges between a minimum of 30% and a maximum of 70% of the fund's net assets, while debt and fixed income instruments range between a minimum of 30% and a maximum of 70%.
Ahly Hayah Fund provides a life insurance benefit for unitholders of up to EGP 250,000 for individuals, provided that 90 days have passed since the subscription or purchase date prior to the fund's actual activity commencement. The insured must be between 18 and 65 years of age. In the event of death, the legal heirs are entitled to the market value of the units in addition to the insurance amount calculated by Misr Life Insurance Company, which in turn issues the death statement and disburses the due amount upon completion of the required documentation.
NBE Al Ahly Hayah Balanced Fund fund details
NBE Al Ahly Hayah Balanced Fund is managed by شركه الاهلي لاداره الاستثمارات الماليه. The asset manager oversees portfolio decisions and fund operations for NBE Al Ahly Hayah Balanced Fund.
NBE Al Ahly Hayah Balanced Fund is classified as a balanced fund, which shapes its risk profile and investment universe.
Investors can identify NBE Al Ahly Hayah Balanced Fund in market data using fund code AHB.
NBE Al Ahly Hayah Balanced Fund reports assets under management of 443993529.
The minimum investment amount to participate in NBE Al Ahly Hayah Balanced Fund is وثيقة واحدة.
NBE Al Ahly Hayah Balanced Fund was launched on 6/23/2021, giving investors a track record to evaluate long-term performance.
NBE Al Ahly Hayah Balanced Fund performance summary
Return over 1 week: +0.8629%. Return over 1 month: +3.8419%. Return over 3 months: +6.3345%. Return over 6 months: +24.2307%. Return over 1 year: +47.3714%. Return over since inception: +297.0506%.
Use this SNDUK fund page to review NBE Al Ahly Hayah Balanced Fund returns, manager details, and strategy before investing.
SNDUK publishes NBE Al Ahly Hayah Balanced Fund data to help investors compare Egyptian investment funds with transparent performance and fund information.
