Asset Management

Beltone Asset Management is Egypt’s largest non-bank-affiliated asset management house with regional coverage across 20 markets in the Middle East and North Africa (MENA).

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OVERVIEW


MENA’s Leading Independent Asset Manager

Beltone Asset Management is Egypt’s largest non-bank-affiliated asset management house with regional coverage across 20 markets in the Middle East and North Africa (MENA).

It has a long-standing track record of consistently delivering unique investment products, including mutual funds across various asset classes and discretionary portfolios tailored to the needs of diverse clients.

Led by an investment team of industry veterans and financial industry experts, Beltone Asset Management consistently outperforms its peers across different asset classes. We employ a comprehensive investment philosophy focused on delivering superior returns to our client base.


For complaints, please get in touch with us via email:

BAM-complaint@beltoneholding.com

20 +

Years Capital Market Experience

EGP 30.7 bn

Assets Under Management (As per 9M Financial Results)

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FUND SHEET


Local Money Market Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

MID Bank Fund 2

1039.87

2005-07-01

16-Mar-2026

19.40%

ABC (Mazaya)

68.92

2009-03-01

16-Mar-2026

18.76%

Banque Du Caire II (El Kahera El Yawmi)

68.33

2009-07-31

16-Mar-2026

19.29%

Arab Bank (Yomaty)

68.12

2010-10-23

16-Mar-2026

-

SAIB Money Market Fund

44.86

2014-03-13

16-Mar-2026

-

Misr Insurance Fund

43.56

2014-05-17

16-Mar-2026

-

Attijariwafa Bank Money Market Fund

3656.58

2016-10-26

16-Mar-2026

20.09%

Shariah Compliant Local Money Market Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

ADIB Islamic

386.72

2014-11-09

16-Mar-2026

18.60

Index Tracker Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

EGX 30 ETF

51.07

2014-12-29

16-Mar-2026

7.50%

Beltone EGX33 Shariah Tracker

1.6

2024-09-03

16-Mar-2026

-

Beltone EGX100 Tracker

1.62

2024-09-03

16-Mar-2026

-2%

Beltone Financial Fund

1.33

2025-02-18

16-Mar-2026

5.39%

Beltone Real Estate Fund

1.27

2025-02-16

16-Mar-2026

-1.6%

Beltone Industrial Fund

1.55

2025-02-16

16-Mar-2026

17.03%

Beltone Consumer Fund

1.32

2025-02-18

16-Mar-2026

-1.67%

Menthum Grow Fund

1.38

2025-05-05

16-Mar-2026

5.69%

EGX35-LV

1.15

2025-11-20

16-Mar-2026

10.46%

Commodities Local Investment Funds

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Evolve Gold Fund "Sabayek"

1.98

2025-02-14

16-Mar-2026

-

Local Equity Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

B- Alpha

1.01

2026-11-18

16-Mar-2026

10.66%

Suez Canal Bank II (Agial)

61.99

2008-09-23

18-Dec-2025

5.41%

MID Bank Fund 1

2210.13

2020-06-10

16-Mar-2026

5.32%

Regional Equity Funds Denominated in USD

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Gems Equity Fund

10.28

2007-10-08

16-Mar-2026

-

Local Balanced Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

QNBA Tawazon

718.57

2010-10-31

15-Mar-2026

-

Local Fixed Income Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Fixed Income Fund “B-Secure”

1.83

2022-11-02

16-Mar-2026

17.97%

Egyptian Sport Fund

182.68

2022-02-16

16-Mar-2026

-

Local Fixed Income Funds Denominated in USD

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Fixed Income USD Fund

1.11

2025-04-05

16-Mar-2026

9.93%

CERTIFICATION


Awards & Recognition

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Fastest Growing Asset Management Company - Egypt 2024

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Fastest Growing Asset Management

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Fastest Growing Asset Management - Egypt 2024

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Dalia Shafik Best Growing Asset Management CEO Egypt 2024

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Most Innovative Asset Management Company - Egypt 2024

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Excellence in Fund Management

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Most innovative gold investment fund – Sabayek Gold Fund

NEWS & INSIGHTS


Recent Updates

Latest stories and market analysis from our investment banking team

CEO'S MESSAGE


At Beltone, we believe Asset Management is about more than raising capital, it is about building lasting partnerships and guiding clients through critical moments of growth.

Khaled Darwish

CEO and Managing Director – Beltone Asset Management
Khaled Darwish

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