NBE Second Mutual Fund 2

NBE Mutual Fund 2 (Equity) with Periodic Return Fund is one of Egypt's oldest investment funds, established in 1995. The fund combines capital growth with periodic distributions, backed by professional management and long-standing market expertise, making it one of the most prominent equity funds for investors seeking structured and well-managed exposure to the Egyptian stock market.

The fund's investment strategy is built on asset diversification across Egyptian Exchange-listed equities, debt instruments such as bonds and treasury bills, and money market tools .. with equities as the core component targeting medium to long-term capital growth.

The equity allocation ranges between a minimum of 30% and a maximum of 95% of the fund's net assets, while debt and fixed income instruments range between a minimum of 5% and a maximum of 70%. This wide equity band gives the investment manager significant flexibility to navigate market fluctuations. The fund may not invest in a single company's securities beyond 15% of its net assets, nor in a single investment fund's units beyond 5%, and total exposure to securities issued by a single group may not exceed 20% of net assets.

The fund targets periodic profit distributions alongside capital growth, with distribution amounts determined based on actual operating results and announced on a regular basis. The fund also offers investors the ability to borrow against their units in accordance with the National Bank of Egypt's applicable lending policies, further enhancing investment flexibility and liquidity.

Description as published on the distribution platform.