Beltone Wafra Fund vs EFG Hermes Shariah EGX33 Fund

Egyptian mutual fund comparison

The latest reported NAV is 1.9615 EGP for Beltone Wafra Fund (as of 27 October 2026) and 117.64 EGP for EFG Hermes Shariah EGX33 Fund (as of 25 October 2026).

MetricBeltone Wafra FundEFG Hermes Shariah EGX33 Fund
Latest NAV1.9615 EGP (as of 27 October 2026)117.64 EGP (as of 25 October 2026)
YTD return⁦+27.27%⁩—
1-month return⁦-7.59%⁩⁦-11.40%⁩
3-month return⁦-2.96%⁩⁦-3.82%⁩
Fund typeEquity FundEquity Fund
Risk levelHigh—
Management fee⁦0.75%⁩—
Minimum subscription10 EGP—
Shariah-compliantYesYes
ManagerBeltone Asset ManagementHermes Portfolio and Fund Management
IssuerBeltone Asset ManagementHermes Portfolio and Fund Management
Inception year2024—

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.