Beltone Wafra Fund vs Beltone Industrial Fund

Egyptian mutual fund comparison

The latest reported NAV is 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026) and 1.6779 EGP for Beltone Industrial Fund (as of 27 October 2026). Annual management fees are ⁦0.75%⁩ and ⁦1.25%⁩ respectively.

MetricBeltone Wafra FundBeltone Industrial Fund
Latest NAV1.9615 EGP (as of 27 October 2026)1.6779 EGP (as of 27 October 2026)
YTD return⁦+27.27%⁩⁦+26.57%⁩
1-month return⁦-7.59%⁩⁦-6.96%⁩
3-month return⁦-2.96%⁩⁦+10.08%⁩
Fund typeEquity FundEquity Fund
Risk levelHighHigh
Management fee⁦0.75%⁩⁦1.25%⁩
Minimum subscription10 EGP—
Shariah-compliantYesNo
ManagerBeltone Asset ManagementBeltone Asset Management
IssuerBeltone Asset ManagementBeltone Asset Management
Inception year20242025

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.