Helal Fund - Bank NXT ( Sharia Compliant )

Helal Fund, offered by Bank NXT , is a Sharia-compliant investment fund that aims to achieve long-term capital growth through investing in equities listed on the Egyptian Exchange, while fully adhering to Islamic principles in both asset selection and portfolio management.

The fund goes beyond pure equity investment by offering a model that combines capital growth with periodic income distribution, as it provides regular cash payouts to investors. This distinguishes it from accumulation funds that reinvest profits instead of distributing them.

The fund is actively managed with the objective of delivering optimal returns within an acceptable risk level, focusing on Sharia-compliant companies that demonstrate strong financial fundamentals and clear growth potential.

According to the latest quarterly report as of the end of 2025, the Helal Fund is primarily equity-focused, with equities representing the majority of its portfolio, while a smaller portion is held in cash to maintain operational flexibility. Equity investments accounted for approximately 94.7% of total assets, compared to around 5.3% in cash and cash equivalents.

Description as published on the distribution platform.