About National Bank of Egypt Fund 3 - Equity
National Bank of Egypt Fund 3 - Equity is an investment fund profile on SNDUK. This page explains National Bank of Egypt Fund 3 - Equity performance, key fund facts, and investment strategy for investors comparing funds in Egypt.
National Bank of Egypt Fund 3 - Equity is managed by شركه الاهلي لاداره الاستثمارات الماليه. Fund type: equity. Fund code: ATE. Assets under management: 2394864547. Minimum investment: 5 وثائق. Inception date: 5/12/2005.
NBE Third Mutual Fund is widely recognized as one of Egypt’s leading equity funds, having delivered a cumulative return of 360.46% over the past five years, compared to 323.54% for its benchmark.
The fund aims to generate periodic income alongside long-term capital growth by investing in a diversified portfolio of securities, with a primary focus on equities listed on the Egyptian Exchange, complemented by fixed income and money market instruments within a flexible investment strategy that adapts to changing market conditions.
Al ahly Third fund’s strategy is built around overweighting equities as the main driver of returns, with allocations to Egyptian listed stocks ranging between 30% and 95% of net assets. The remaining portion, between 5% and 70%, may be invested in fixed income and debt instruments such as bonds, treasury bills, certificates of deposit, and money market funds, depending on the investment manager’s outlook and prevailing market dynamics.
To ensure prudent risk management, the fund follows clearly defined investment limits: exposure to a single security may not exceed 15% of net assets, while total exposure to securities issued by a single group is capped at 20%. Investments in other funds are also limited to 20% of total assets, with a maximum of 5% allocated to any single fund.
In addition, the fund offers unitholders the ability to borrow against their holdings through the National Bank of Egypt, in line with its approved lending policies — providing immediate liquidity without the need to redeem units or exit the investment
National Bank of Egypt Fund 3 - Equity fund details
National Bank of Egypt Fund 3 - Equity is managed by شركه الاهلي لاداره الاستثمارات الماليه. The asset manager oversees portfolio decisions and fund operations for National Bank of Egypt Fund 3 - Equity.
National Bank of Egypt Fund 3 - Equity is classified as a equity fund, which shapes its risk profile and investment universe.
Investors can identify National Bank of Egypt Fund 3 - Equity in market data using fund code ATE.
National Bank of Egypt Fund 3 - Equity reports assets under management of 2394864547.
The minimum investment amount to participate in National Bank of Egypt Fund 3 - Equity is 5 وثائق.
National Bank of Egypt Fund 3 - Equity was launched on 5/12/2005, giving investors a track record to evaluate long-term performance.
National Bank of Egypt Fund 3 - Equity performance summary
Return over 1 week: +1.0772%. Return over 1 month: +3.5334%. Return over 3 months: +6.563%. Return over 6 months: +27.5189%. Return over 1 year: +54.6752%. Return over since inception: +1515.63%.
Use this SNDUK fund page to review National Bank of Egypt Fund 3 - Equity returns, manager details, and strategy before investing.
SNDUK publishes National Bank of Egypt Fund 3 - Equity data to help investors compare Egyptian investment funds with transparent performance and fund information.
