National Bank of Egypt Fund 3 - Equity

NBE Third Mutual Fund is widely recognized as one of Egypt’s leading equity funds, having delivered a cumulative return of 360.46% over the past five years, compared to 323.54% for its benchmark.

The fund aims to generate periodic income alongside long-term capital growth by investing in a diversified portfolio of securities, with a primary focus on equities listed on the Egyptian Exchange, complemented by fixed income and money market instruments within a flexible investment strategy that adapts to changing market conditions.

Al ahly Third fund’s strategy is built around overweighting equities as the main driver of returns, with allocations to Egyptian listed stocks ranging between 30% and 95% of net assets. The remaining portion, between 5% and 70%, may be invested in fixed income and debt instruments such as bonds, treasury bills, certificates of deposit, and money market funds, depending on the investment manager’s outlook and prevailing market dynamics.

To ensure prudent risk management, the fund follows clearly defined investment limits: exposure to a single security may not exceed 15% of net assets, while total exposure to securities issued by a single group is capped at 20%. Investments in other funds are also limited to 20% of total assets, with a maximum of 5% allocated to any single fund.

In addition, the fund offers unitholders the ability to borrow against their holdings through the National Bank of Egypt, in line with its approved lending policies — providing immediate liquidity without the need to redeem units or exit the investment

Description as published on the distribution platform.