KFH Alpha Fund vs Beltone Wafra Fund

Egyptian mutual fund comparison

Over the last year, KFH Alpha Fund returned ⁦+42.73%⁩; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 121.4853 EGP for KFH Alpha Fund (as of 22 October 2026) and 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026). Annual management fees are ⁦2.00%⁩ and ⁦0.75%⁩ respectively.

MetricKFH Alpha FundBeltone Wafra Fund
Latest NAV121.4853 EGP (as of 22 October 2026)1.9615 EGP (as of 27 October 2026)
YTD return⁦+29.54%⁩⁦+27.27%⁩
1-month return⁦-9.02%⁩⁦-7.59%⁩
3-month return⁦-0.20%⁩⁦-2.96%⁩
1-year return⁦+42.73%⁩—
3-year return⁦+182.00%⁩—
5-year return⁦+488.59%⁩—
Fund typeEquity FundEquity Fund
Risk levelHighHigh
Management fee⁦2.00%⁩⁦0.75%⁩
Minimum subscription10 EGP10 EGP
Shariah-compliantYesYes
ManagerHermes Portfolio and Fund ManagementBeltone Asset Management
IssuerKuwait finance House Bank – EgyptBeltone Asset Management
Inception year20122024

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.