Guard Fund - Arab African International Bank

Guard Fund is an open-ended investment fund that aims to achieve capital growth while maintaining a minimal level of risk through an investment strategy focused on protecting the majority of the capital .. alongside benefiting from growth opportunities in the Egyptian equity market. The fund is considered suitable for investors seeking exposure to equities with a higher degree of protection compared to traditional equity funds.

The majority of the fund’s assets are allocated to fixed income instruments such as government treasury bills, treasury bonds, bank deposits, and savings certificates .. which are low-risk instruments that form the defensive core of the portfolio and help reduce overall risk.

In contrast, no more than 25% of the fund’s total assets are allocated to equities listed on the Egyptian Exchange, with the objective of enhancing returns and achieving higher long-term growth in the unit value.

To support its capital protection objective, the investment manager follows a risk management mechanism that involves shifting from equities into fixed income instruments if the value of the invested equities declines by 20% from their purchase price, helping reduce volatility and limit the potential erosion of capital during market downturns.

Description as published on the distribution platform.