Egyptian Gulf Bank Fund vs Beltone Wafra Fund

Egyptian mutual fund comparison

Over the last year, Egyptian Gulf Bank Fund returned ⁦+35.41%⁩; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 1,331.35 EGP for Egyptian Gulf Bank Fund (as of 22 October 2026) and 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026).

MetricEgyptian Gulf Bank FundBeltone Wafra Fund
Latest NAV1,331.35 EGP (as of 22 October 2026)1.9615 EGP (as of 27 October 2026)
YTD return⁦+25.43%⁩⁦+27.27%⁩
1-month return⁦-5.87%⁩⁦-7.59%⁩
3-month return⁦-1.54%⁩⁦-2.96%⁩
1-year return⁦+35.41%⁩—
3-year return⁦+165.49%⁩—
5-year return⁦+440.00%⁩—
Fund type—Equity Fund
Risk level—High
Management fee—⁦0.75%⁩
Minimum subscription—10 EGP
Shariah-compliantNoYes
ManagerHermes Portfolio and Fund ManagementBeltone Asset Management
IssuerEgyptian Gulf BankBeltone Asset Management
Inception year—2024

Return rows: the higher value is shown in bold. ‘—’ means the fund has not reported that figure. Source: fund manager disclosures.

Past performance does not guarantee future results. This comparison is informational only and is not investment advice.