Ataa Charitable Fund vs Beltone Wafra Fund
Egyptian mutual fund comparison
Over the last year, Ataa Charitable Fund returned +6.65%; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 15.8429 EGP for Ataa Charitable Fund (as of 25 October 2026) and 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026).
| Metric | Ataa Charitable Fund | Beltone Wafra Fund |
|---|---|---|
| Latest NAV | 15.8429 EGP (as of 25 October 2026) | 1.9615 EGP (as of 27 October 2026) |
| YTD return | +8.00% | +27.27% |
| 1-month return | +1.32% | -7.59% |
| 3-month return | +2.25% | -2.96% |
| 1-year return | +6.65% | — |
| 3-year return | +26.49% | — |
| 5-year return | +44.03% | — |
| Fund type | — | Equity Fund |
| Risk level | — | High |
| Management fee | — | 0.75% |
| Minimum subscription | — | 10 EGP |
| Shariah-compliant | No | Yes |
| Manager | Azimut Egypt Asset Management S.A.E | Beltone Asset Management |
| Issuer | Nasser Social Bank | Beltone 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.