Sanadi Fund - Bank NXT Balanced fund

Sanadi Fund by Bank NXT is an open-ended balanced investment fund that aims to achieve medium- to long-term growth while managing risk through allocating investments between equities and fixed income instruments.

The fund is built on a structure that combines two main asset classes. On the growth side, a portion of the portfolio is invested in equities listed on the Egyptian Exchange, with diversification across multiple sectors to reduce concentration risk. On the stability side, investments are allocated to lower-risk instruments such as treasury bills, bonds, and money market instruments, aiming to preserve liquidity and reduce volatility.

The fund’s investment policy does not rely on rigid allocation ratios. Instead, it allows for adjusting the weights between equities and fixed income based on market conditions and the fund manager’s outlook, while maintaining an overall balanced framework that avoids reliance on a single asset class.

The fund offers daily subscriptions and weekly redemptions, providing a reasonable level of liquidity for investors, with a low minimum subscription starting from a single unit, making it accessible to a wide range of investors.

Description as published on the distribution platform.