Everything you need to know about this investment type
Find out everything you need to know about being an AXA shareholder.

    
    Investment Objective

To provide steady growth in the unit price over the long term without major volatility for our customers who want to invest in Islamic Shari’a compliant financial instruments. 

    
    Asset Class Mix

This Investment Type has 100% of its value exposed to lower risk assets that are Islamic Shari’a compliant including treasury bills, government bonds and saving instruments that are Islamic Shari’a compliant This Investment Type is denominated in Egyptian Pounds. 

    
    Customer Risk Profile

This Investment Type suits customers who have Low tolerance to risk and wants Islamic Shari’a compliant investment. They may see only some volatility in the unit price. They prefer to see steady growth in the unit price rather than take a higher level of risk.

Key Information

1.22%

Month to Date (MTD)

0.48%

Year to date (YTD)

232.06Million

Fund Size (NAV)

2.32

Unit Price

YOY Performance 10 years
Historical Unit Price Performance
Investment Allocation
  • Treasury Bills
    38.6 %
  • Bonds
    60.5 %
  • Cash
    0.9 %
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