Misr Al Mostakbal Fund vs Beltone Wafra Fund

Egyptian mutual fund comparison

Over the last year, Misr Al Mostakbal Fund returned ⁦+26.76%⁩; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 81.81 EGP for Misr Al Mostakbal Fund (as of 22 October 2026) and 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026). Annual management fees are ⁦0.94%⁩ and ⁦0.75%⁩ respectively.

MetricMisr Al Mostakbal FundBeltone Wafra Fund
Latest NAV81.81 EGP (as of 22 October 2026)1.9615 EGP (as of 27 October 2026)
YTD return⁦+13.72%⁩⁦+27.27%⁩
1-month return—⁦-7.59%⁩
3-month return⁦-5.13%⁩⁦-2.96%⁩
1-year return⁦+26.76%⁩—
3-year return⁦+77.62%⁩—
5-year return⁦+271.53%⁩—
Fund typeEquity FundEquity Fund
Risk levelHighHigh
Management fee⁦0.94%⁩⁦0.75%⁩
Minimum subscription—10 EGP
Shariah-compliantNoYes
ManagerHC Asset ManagementBeltone Asset Management
IssuerFuture Egypt Investment Fund Co.Beltone Asset Management
Inception year20112024

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.