To provide our customers with the opportunity for slightly higher growth in the unit price over the long term but with potential for some volatility.
Investment Types Details | AXA Egypt
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Conservative Investment Type
Inception Date Mar 2000
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ConservativeMixedFixed Income 90%10%Medium Risk
- *Cumulative rate of return (%)
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1Y3Y5Y10 Years
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16.0%34.0%55.0%158.0%
Updated on 29 Sep, 2024
Everything you need to know about this investment type
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Asset Class Mix
This Investment Type has a minimum of 90% of its value exposed to lower risk assets including treasury bills, certificates of deposit and government and corporate bonds, with the remainder exposed to equities traded on The Egyptian Exchange. This Investment Type is denominated in Egyptian Pounds.
Customer Risk Profile
This Investment Type suits customers who have Low tolerance to risk. They are aware that there may be some volatility in the unit price. They understand that there is more potential for growth but with some level of risk.
Key Information
0.44%
Month to Date (MTD)
10.99%
Year to date (YTD)
270.04Million
Fund Size (NAV)
10.41
Unit Price
YOY Performance 10 years
Historical Unit Price Performance
Investment Allocation
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Cash0.9 %
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Treasury Bills26.7 %
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Deposits0.4 %
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Bonds62.0 %
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Investment Certificates0.6 %
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Equities9.3 %
Disclaimer
AXA Investment Types have been designed to suit the needs of customers who want to save for a minimum term of 10 years. Individuals with different objectives should seek alternative investments
Footnotes
*A cumulative return on an investment is the aggregate amount that the investment has gained or lost over time MTD = (end of current month unit price/end of previous month unit price)-1 YTD = (end of current month unit price/end of previous year unit price)-1