Azimut Opportunities AZ Fund vs Beltone Wafra Fund

Egyptian mutual fund comparison

Over the last year, Azimut Opportunities AZ Fund returned ⁦+27.44%⁩; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 47.5935 EGP for Azimut Opportunities AZ Fund (as of 27 October 2026) and 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026). Annual management fees are ⁦5.00%⁩ and ⁦0.75%⁩ respectively.

MetricAzimut Opportunities AZ FundBeltone Wafra Fund
Latest NAV47.5935 EGP (as of 27 October 2026)1.9615 EGP (as of 27 October 2026)
YTD return⁦+16.77%⁩⁦+27.27%⁩
1-month return⁦-6.87%⁩⁦-7.59%⁩
3-month return⁦-5.61%⁩⁦-2.96%⁩
1-year return⁦+27.44%⁩—
3-year return⁦+137.09%⁩—
5-year return⁦+350.67%⁩—
Fund typeEquity FundEquity Fund
Risk levelHighHigh
Management fee⁦5.00%⁩⁦0.75%⁩
Minimum subscription—10 EGP
Shariah-compliantNoYes
ManagerAzimut Egypt Asset Management S.A.EBeltone Asset Management
IssuerAzimut Egypt Asset Management S.A.EBeltone Asset Management
Inception year20212024

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.