CI Misr Equity

Misr Equity Fund is an investment fund focused on equities listed on the Egyptian Exchange .. aiming to achieve returns that closely match the performance of the EGX30 Capped Index with a correlation coefficient of no less than 90% .. through building a portfolio composed of the index constituents.

The fund is committed to allocating no less than 90% of its investments to Egyptian listed equities .. with portfolio weights distributed in line with the relative weights of the target index to accurately reflect its performance. In contrast, cash and liquidity do not exceed 10% of total assets, and are invested in treasury bills, bank deposits under the supervision of the Central Bank, or money market fund units to manage liquidity and reduce short-term risks.

The fund also adheres to clear investment constraints .. where it is not permitted to invest more than 15% of net assets in a single company’s securities, nor exceed 20% ownership of a company’s total issued securities .. ensuring proper diversification and limiting concentration risk.

Misr Equity Fund is suitable for investors seeking exposure to the Egyptian equity market through an investment vehicle that tracks the main index, while accepting a moderate to high level of risk in exchange for returns aligned with market performance over the medium and long term. It also enables retail investors to access professionally managed portfolios backed by strong investment expertise.

Description as published on the distribution platform.