Beltone Wafra Fund vs NI Capital Sahmy 70 Fund

Egyptian mutual fund comparison

Over the last year, NI Capital Sahmy 70 Fund returned ⁦+48.09%⁩; a one-year figure for Beltone Wafra Fund is not published. The latest reported NAV is 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026) and 18.8722 EGP for NI Capital Sahmy 70 Fund (as of 21 October 2026). Annual management fees are ⁦0.75%⁩ and ⁦0.50%⁩ respectively.

MetricBeltone Wafra FundNI Capital Sahmy 70 Fund
Latest NAV1.9615 EGP (as of 27 October 2026)18.8722 EGP (as of 21 October 2026)
YTD return⁦+27.27%⁩⁦+36.07%⁩
1-month return⁦-7.59%⁩⁦-13.03%⁩
3-month return⁦-2.96%⁩⁦+0.99%⁩
1-year return—⁦+48.09%⁩
Fund typeEquity FundEquity Fund
Risk levelHighHigh
Management fee⁦0.75%⁩⁦0.50%⁩
Minimum subscription10 EGP—
Shariah-compliantYesNo
ManagerBeltone Asset ManagementNI Capital
IssuerBeltone Asset ManagementNI Capital
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.