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).

Business Line Logo
coverImage

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)

Overview image
Overview image

FUND SHEET


Local Money Market Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

MID Bank Fund 2

1100.04

2020-07-10

23-Dec-2025

24

ABC (Mazaya)

66.09

2009-03-01

23-Dec-2025

-

Banque Du Caire II (El Kahera El Yawmi)

65.45

2009-07-01

23-Dec-2025

-

Arab Bank (Yomaty)

65.26

2010-01-23

23-Dec-2025

-

SAIB Money Market Fund

42.98

2014-05-17

23-December-2025

-

Misr Insurance Fund

41.66

2014-08-13

23-Dec-2025

-

Attijariwafa Bank Money Market Fund

3496.75

2016-10-26

23-Dec-2025

-

Shariah Compliant Local Money Market Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

ADIB Islamic

370.99

2014-11-09

23-Dec-2025

-

Index Tracker Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

EGX 30 ETF

47.16

2014-12-29

24-Dec-2025

-

Beltone EGX33 Shariah Tracker

1.49

2024-09-03

23-Dec-2025

-

Beltone EGX100 Tracker

1.64

2024-09-03

23-Dec-2025

-

Beltone Financial Fund

1.27

2025-02-18

23-Dec-2025

-

Beltone Real Estate Fund

1.27

2025-02-16

23-Dec-2025

-

Beltone Industrial Fund

1.31

2025-02-16

23-Dec-2025

-

Beltone Consumer Fund

1.34

2025-02-18

23-Dec-2025

-

Menthum Grow Fund

1.29

2025-05-05

23-Dec-2025

-

EGX35-LV

1

2025-11-20

24-Dec-2025

-

Commodities Local Investment Funds

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Evolve Gold Fund "Sabayek"

1.62

2025-02-14

24-Dec-2025

-

Local Equity Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

B- Alpha

1.01

2026-11-18

23-Dec-2025

-

Suez Canal Bank II (Agial)

56.6

2008-09-23

18-Dec-2025

-

MID Bank Fund 1

2009.57

2020-06-10

18-Dec-2025

-

Regional Equity Funds Denominated in USD

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Gems Equity Fund

11.48

2007-10-08

22-Dec-2025

-

Local Balanced Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

QNBA Tawazon

673.51

2010-10-31

21-Dec-2025

-

Local Fixed Income Funds Denominated in EGP

Fund Name

Price (EGP)

Inception Date

Last Update

Year to Date (%)

Beltone Fixed Income Fund “B-Secure”

1.77

2022-11-02

24-Dec-2025

-

Egyptian Sport Fund

175.29

2022-02-16

20-Dec-2025

-

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

24-Dec-2025

-

CERTIFICATION


Awards & Recognition

Certificate Image

Fastest Growing Asset Management Company - Egypt 2024

Certificate Image

Fastest Growing Asset Management

Certificate Image

Fastest Growing Asset Management - Egypt 2024

Certificate Image

Dalia Shafik Best Growing Asset Management CEO Egypt 2024

Certificate Image

Most Innovative Asset Management Company - Egypt 2024

Certificate Image

Excellence in Fund Management

Certificate Image

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
End DotsStart Polygon

Talk to Us

Great outcomes start with a simple conversation. Tell us your goals and we'll help you find the right path forward.

More With Beltone

Discover how Beltone enriches the communities we serve and the positive influence we have on everyday lives.