Investment Objective

An actively managed portfolio consisting of equities listed on the Cairo Stock Exchange, with the objective of maximizing total returns over the medium and long term.

Investment Strategy

This portfolio allocates up to 95% of funds to equity holdings depending on prevailing market outlook, with the remainder invested in fixed income instruments such as Sovereign Bonds, Treasury Bills, and other Money Market Instruments.

Investment Objective

Seeks to achieve capital growth and income generation over the medium to long term, through diversified exposure to equities, fixed income, and cash equivalents, targeting investors with moderate risk tolerance.

Investment Strategy

The portfolio is invested in equities (40%–60%) chosen for the high quality of their earnings growth. The remaining funds (40%–60%) are invested in fixed income vehicles such as Sovereign Bonds, Treasury Bills, and other Money Market Instruments.

Investment Objective

Seeks to match the returns of the EGX30 Index, offering diversification as well as exposure to large-cap and highly liquid companies listed on the EGX.

Investment Strategy

The portfolio is fully invested in equities included in the EGX30 Index, mirroring their respective weights. It is recomposed whenever EGX revises the index constituents.

Investment Objective

Seeks to achieve long-term capital appreciation with optimum returns and controlled levels of risk.

Investment Strategy

Assets are diversified among 10 carefully selected mutual funds, chosen on the basis of performance and consistency, while diversifying across investment managers and maintaining a mix between fixed income and equity funds investing in the Egyptian Capital Market.

Investment Objective

Seeks to generate maximum returns by capitalizing on short-term trading opportunities, with an emphasis on outperforming the EGX30 Index through technical trading strategies.

Investment Strategy

The strategy focuses on trading companies listed on the Egyptian Stock Exchange with strong short- to medium-term trading potential, relying primarily on technical analysis and recommendations.

Investment Objective

Seeks to achieve long-term capital appreciation with optimum returns and controlled levels of risk.

Investment Strategy

The portfolio emphasizes investments in highly diversified fixed income vehicles, including Sovereign Bonds and Treasury Bills.

Investment Objective

Seeks long-term capital appreciation with an emphasis on Sharia-compliant securities. Up to 10% of the portfolio’s NAV may be allocated to short-term trading.

Investment Strategy

The portfolio invests exclusively in equities, excluding stocks in the hotel and banking sectors as well as Eastern Company shares. Additional exclusions may be applied upon written request from the client.

Advisory Portfolio

Investment Objective

The client selects investment opportunities in coordination with the Investment Manager.

Investment Policy

The client works closely with the Investment Manager to select stocks and determine the weighting of each holding within the portfolio.

AI-Screened Equity Portfolio

Investment Objective

 An actively managed portfolio consisting of equities listed on the Cairo Stock Exchange, selected through a systematic AI-assisted screening process, having the objective of maximizing total returns over the medium and long term by identifying fundamentally sound, attractively valued companies.

Investment Strategy

The strategy is implemented by investing mainly in equities (90%) selected through AI-driven fundamental screening evaluating valuation, leverage, profitability, and earnings growth. The remaining funds (10%) will be invested in short term fixed income instruments like T bills.

Money Market Portfolio

Investment Objective

 A conservatively managed portfolio consisting of Egyptian Treasury instruments having the objective of preserving capital and providing stable income while maintaining ready liquidity over the short term.

Investment Strategy

The portfolio will be invested mainly in Treasury bills (90%-100%) of varying maturities, structured as a maturity ladder so that a portion of the portfolio matures on a rolling basis. The remaining funds (0-10%) may be held in cash or cash equivalents to meet immediate liquidity needs.