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Orient Trust Capital growth Fund 1

Managed by Pharos Asset Management

Latest NAV
1,143.62EGP

as of Delayed · 4952d

YTD return
0.29%

Total NAV return

52-week low: 1,124.65 · 52-week high: 1,167

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1M
0.79%
3M
-0.01%
YTD
0.29%
1Y
-1.85%
3Y
-1.38%
5Y
-14.05%

Investment strategy

The fund invests in a diversified portfolio of shares, bonds, Treasury Bills and bank deposits.

Risk & Volatility

Max drawdown (all-time, peak-to-trough)
-19.42%
Volatility (annualized, full history)
8.54%
Downside deviation (annualized)
6.58%

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.

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
48/100
Starta Score
Weak
Performance15/100
Score from recent growth, adjusted for drawdown riskWeighted annual return: -0.80%
Risk79/100
Lower volatility & shallower drawdowns score higherVolatility: 8.54%
Stability63/100
Steadier, more consistent returns score higherPositive periods: 51.22%
Cost/100
Lower ongoing fees score higherOngoing fee: Not enough history yet
DiversificationEstimate50/100
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.

Similar funds in the same universe

All Egyptian mutual funds

Frequently asked questions

What is the latest NAV of Orient Trust Capital growth Fund 1?
The latest NAV of Orient Trust Capital growth Fund 1 is 1,143.62 EGP as of 3 January 2013.
Who manages Orient Trust Capital growth Fund 1?
Orient Trust Capital growth Fund 1 is managed by Pharos Asset Management.