NBE Fund 5

NBE Fifth mutual Fund with Cumulative Periodic Return and Prizes .. is an open-ended investment fund that combines periodic income generation with capital growth over the medium and long term, through investment in a diversified portfolio of securities.

The fund's strategy centers on capitalizing on market opportunities by allocating assets between Egyptian Exchange-listed equities as the primary return driver, with a weighting ranging between 30% and 95% of net assets, while directing between 5% and 70% toward debt and fixed income instruments such as bonds, treasury bills, bank certificates of deposit, and money market funds, based on the investment manager's assessment of market developments.

The fund operates within clear regulatory guidelines designed to ensure diversification, including a cap of 15% of net assets in any single security and a maximum of 20% in securities issued by any single group.

Beyond its investment returns, the fund offers a distinctive feature: quarterly cash prizes of up to EGP 50,000 each, funded by no more than 10% of distributable profits. Winners are selected through a random draw conducted under the supervision of the relevant authorities, giving investors an additional incentive on top of conventional investment returns.

Description as published on the distribution platform.