Traded Equity Fund Insight

Managed by Sigma Capital Holdings Financial Investments

Equity FundCompare
Latest NAV
11.839EGP

as of

YTD return
17.93%

Total NAV return

52-week low: 8.971 · 52-week high: 11.7486

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Full NAV history — annual closes and latest published values →

Latest published NAVs
DateNAVChange
11.839+0.89%
11.7349+0.32%
11.6978-0.43%
11.7486+0.06%
11.7416+1.38%
11.5819-0.63%
11.6556+1.11%
11.528+0.59%
11.46+1.24%
11.32+0.36%
11.2799+0.80%
11.1906

Last ingested: 11 September 2026 at 13:12

1M
0.68%
3M
5.87%
YTD
17.93%
1Y
27.27%
3Y
105.89%
5Y
150.15%

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.

Fees

Management fee
Subscription fee
Redemption fee

Risk & Volatility

Max drawdown (all-time, peak-to-trough)
-66.73%
Volatility (annualized, full history)
20.97%
Downside deviation (annualized)
15.08%

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
42/100
Starta Score
Weak
Performance45/100
Score from recent growth, adjusted for drawdown riskWeighted annual return: ⁦+20.70%⁩
Risk36/100
Lower volatility & shallower drawdowns score higherVolatility: ⁦20.97%⁩
Stability36/100
Steadier, more consistent returns score higherPositive periods: ⁦34.80%⁩
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.

Where to Invest

Subscription & redemption channels

Channels information is being collected for this fund.

Trading schedule
Purchase frequency
Redemption frequency

Channels & prospectus as published by the fund manager. Verify terms before investing.

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Frequently asked questions

What is Traded Equity Fund Insight's unit price today?
Traded Equity Fund Insight's unit price is EGP 11.839 as of 3 September 2026, with a +27.27% return over the last 12 months. The price updates with every NAV disclosure.
What is the latest NAV of Traded Equity Fund Insight?
The latest NAV of Traded Equity Fund Insight is 11.839 EGP as of 3 September 2026.
Who manages Traded Equity Fund Insight?
Traded Equity Fund Insight is managed by Sigma Capital Holdings Financial Investments.
What type of fund is Traded Equity Fund Insight?
Traded Equity Fund Insight is an Equity Fund.