Al Ajial Fund - Suez Canal Bank

Al Ajial Fund is the second equity investment fund established by Suez Canal Bank. It aims to grow investors’ capital over the medium and long term through primarily investing in equities listed on the Egyptian Exchange. Suez Canal Bank acts as the founding entity and subscription/redemption receiving agent, while Beltone Asset Management serves as the investment manager.

Al Ajial Fund follows an active investment strategy focused on capturing growth opportunities in the equity market, while maintaining sufficient flexibility to allocate part of its assets to fixed-income instruments and cash based on market conditions and the investment manager’s outlook, thereby balancing return enhancement with risk management.

According to Al Ajial's investment policy, investments in equities listed on the Egyptian Exchange must represent at least 70% of invested assets, while investments in equities listed on foreign exchanges may not exceed 30% of total invested assets. In addition, exposure to any single economic sector may not exceed 30% of invested assets, while investments in fixed-income instruments and cash are capped at 30% of total invested assets.

Description as published on the distribution platform.