Investment Portfolios Performance
September 2024
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The objective of the portfolio is to seek long term growth of the invested capital through investing in a low volatility and
diversified portfolio of assets mainly denominated in Egyptian Pounds.
Fixed income investment strategy consists of an active selection of a range of instruments including securities, deposits, government and corporate bonds.
The portfolio will selectively diversify into blue-chip stocks with a medium-term horizon to enhance returns.
Download Portfolio Performance 261 KB
The objective of the portfolio is to seek long term growth of the invested capital through investing in a low volatility and diversified portfolio of assets mainly denominated in US Dollars.
Fixed income investment strategy consists of an active selection of a range of instruments including securities, deposits, government and corporate bonds.
The portfolio will selectively diversify into blue-chip stocks with a medium-term horizon to enhance returns.
Download Portfolio Performance 252 KB
The objective of the portfolio is to seek long term growth of the invested capital through investing in a low volatility and diversified portfolio of assets mainly denominated in Egyptian Pounds.
Fixed income investment strategy consists of an active selection of a range of instruments including securities, deposits, government and corporate bonds.
The portfolio will selectively diversify into blue-chip stocks to enhance returns. Stock selection and timing will be made against a medium-term horizon.
Download Portfolio Performance 252 KB
The objective of the portfolio is to seek long term growth of the invested capital through investing in a balanced and diversified portfolio of assets mainly denominated in Egyptian Pounds.
Investments in fixed income securities will focus on generating competitive interest rates.
Equity investments will be in stocks listed on the Egyptian Stock Exchange seeking long-term capital growth and currency appreciation through an active stock selection approach.
Download Portfolio Performance 255 KB
The objective of the portfolio is to seek long term growth of the invested capital through investing in a low volatility and diversified portfolio of assets mainly denominated in US Dollars.
Fixed income investment strategy consists of an active selection of a range of instruments including securities, deposits, government and corporate bonds.
The portfolio will selectively diversify into blue-chip stocks with a medium-term horizon to enhance returns.
Download Portfolio Performance 254 KB
The objective of the portfolio is to seek long term growth of the invested capital through investing in a balanced and diversified portfolio of assets mainly denominated in Egyptian Pounds.
Investments in fixed income securities will focus on generating competitive interest rates.
Equity investments will be in stocks listed on the Egyptian Stock Exchange seeking medium-term capital growth and currency appreciation through an active stock selection approach.
Download Portfolio Performance 65 KB
The objective of the portfolio is to seek long term growth of the invested capital through investing in a diversified portfolio of assets mainly denominated in Egyptian Pounds.
The portfolio complies with the broad guidelines set for Shariah Compliance in Egypt1, the portfolio refrains from investing in alcohol, banking and entertainment stocks.
Equity investments will be in stocks listed on the Egyptian Stock Exchange seeking long-term capital growth through an active stock selection approach supported by the expertise of Allianz Egypt investment team.
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The investment manager will maintain low - medium duration for the portfolio within the range of 140 – 150 days which should provide a competitive net of fees and tax overnight return. The portfolio will maintain its strong liquidity position which will help to meet volatile redemptions.
The portfolio will invest mainly in money market instruments with the aim to generate above average returns. Investments in money market instruments will be done through:
An active selection of a range of investments including treasury bills, sub-one year bonds and deposits.
Download Portfolio Performance 164 KB
The objective of the portfolio is to maximize returns on invested capital through investing a balanced and diversified portfolio of short-medium term fixed income.
Investments in fixed income securities will focus on generating competitive interest rates and are denominated only in Egyptian pounds.
Download Portfolio Performance 70 KB
