Traded Equity Fund Insight

Managed by Sigma Capital Holdings Financial Investments

Compare
Latest NAV
11.46EGP

as of Delayed · 17d

YTD return
10.59%

Total NAV return

52-week low: 8.971 · 52-week high: 11.46

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1M
2.66%
3M
9.86%
YTD
10.59%
1Y
32.62%
3Y
103.76%
5Y
144.35%

Investment strategy

The fund invests 90% of assets in shares of companies listed in Egyptian Exchange stock, and GDR’s of those companies listed in international exchanges, in addition, this fund may invest, also, 100% of its assets in fixed income instruments.

Risk & Volatility

Max drawdown (all-time, peak-to-trough)
-66.73%
Volatility (annualized, full history)
20.72%
Downside deviation (annualized)
15.14%

Computed from our full NAV history. Max drawdown is the worst peak-to-trough decline; volatility is annualized by the fund's NAV reporting frequency.

بلتون لإدارة صناديق الاستثمار

Established
2002
Chairman
داليا خورشيد
Assets under management
8,228,097,729 EGP
Funds managed
17

Fund scorecard

Five dimensions, each scored 0–100 from our own NAV history. Higher is better on every axis — and we show the real number behind each score.

High confidence
43/100
Starta Score
Weak
Performance47/100
Score from recent growth, adjusted for drawdown riskWeighted annual return: +21.80%
Risk37/100
Lower volatility & shallower drawdowns score higherVolatility: 20.72%
Stability36/100
Steadier, more consistent returns score higherPositive periods: 34.62%
Cost—/100
Lower ongoing fees score higherOngoing fee: Not enough history yet
DiversificationEstimate58/100
Estimated from the fund’s mandate & asset class
How we score

Five dimensions, each scored 0–100 from our own NAV history. Higher is better on every axis — and we show the real number behind each score. Higher is better.

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Frequently asked questions

What is the latest NAV of Traded Equity Fund Insight?
The latest NAV of Traded Equity Fund Insight is 11.46 EGP as of 9 July 2026.
Who manages Traded Equity Fund Insight?
Traded Equity Fund Insight is managed by Sigma Capital Holdings Financial Investments.