Alpha Shariaa Compliant Equity Fund - KFH Bank

Alpha Sharia-Compliant Equity Fund is an open-ended investment fund that aims to achieve long-term capital growth by investing in Sharia-compliant equities listed on the Egyptian Exchange .. with a focus on companies that have strong fundamentals and high growth potential.

The fund is actively managed by EFG Hermes Asset Management and follows a stock-picking approach based on in-depth financial and operational analysis, as well as the assessment of future growth opportunities, within a strict governance framework that ensures full compliance with Sharia principles.

According to the fund’s prospectus, Alpha Fund may allocate up to 95% of its assets to equities, with a minimum allocation of no less than 30% .. reflecting a strong equity-focused strategy. In addition, the fund may invest in sovereign and corporate sukuk with a combined maximum of 60% of assets, while corporate sukuk exposure is capped at 10% and must have a minimum credit rating of BBB-.

The fund may also invest in other Sharia-compliant funds up to a maximum of 20%, while maintaining a minimum liquidity level of 5%. Up to 30% of assets can be allocated to short-term instruments for liquidity management, with a strict prohibition on investments in private equity or direct investment funds.

Description as published on the distribution platform.