Azimut Target 2027 USD Fund vs Beltone Wafra Fund
Egyptian mutual fund comparison
Over the last year, Azimut Target 2027 USD Fund returned +6.73%; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 10.4527 USD for Azimut Target 2027 USD Fund (as of 27 October 2026) and 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026). Annual management fees are 0.25% and 0.75% respectively.
| Metric | Azimut Target 2027 USD Fund | Beltone Wafra Fund |
|---|---|---|
| Latest NAV | 10.4527 USD (as of 27 October 2026) | 1.9615 EGP (as of 27 October 2026) |
| YTD return | +5.14% | +27.27% |
| 1-month return | +0.73% | -7.59% |
| 3-month return | +2.12% | -2.96% |
| 1-year return | +6.73% | — |
| 3-year return | +26.34% | — |
| Fund type | — | Equity Fund |
| Risk level | — | High |
| Management fee | 0.25% | 0.75% |
| Minimum subscription | — | 10 EGP |
| Shariah-compliant | No | Yes |
| Manager | Azimut Egypt Asset Management S.A.E | Beltone Asset Management |
| Issuer | Azimut Egypt Asset Management S.A.E | 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.