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EFG Hermes Asset Management is among the largest fund managers by fund count in the Egyptian market, consistently delivering outstanding performance compared to its market peers over the years.

Equity Funds

On the equity front, our firm maintains robust relationships and direct access to the senior management of the companies we cover, enabling us to gain deeper insights and a broader understanding of our coverage universe.

Our asset management division features a dedicated team of buy-side analysts who are integral to our investment process. This team conducts its own fundamental research on listed companies, following a well-defined methodology for data collection, financial modeling, and analysis, ultimately providing informed buy-side recommendations to our investment managers.

Conventional Equity FundsIC PriceYTD
Ahli United Bank Equity Fund (Alpha) 64.80-0.48 %
Bank of Alexandria Mutual Fund No. 1 1010.85-1.20 %
Credit Agricole Mutual Fund No. 11075.06-1.15 %
Credit Agricole Mutual Fund No. 2 472.40-1.13 %
Banque du Caire Mutual Fund No. 1300.13-1.14 %
Egyptian Gulf Bank Mutual Fund 744.41-1.10 %
SAIB 2361.38-1.06 %
(Prices as of 09 JANUARY 2025)
Sharia Compliant FundsIC PriceYTD
Al Baraka Bank Islamic Fund 315.97-0.64 %
Faisal Islamic Bank of Egypt Fund311.10-0.67 %
(Prices as of 09 JANUARY 2025)

Money Market & Fixed Income Funds

On the fixed income front, our firm leverages access to domestic market units as well as direct connections with international fixed income banks and brokers for Eurobond transactions and other instruments.

The fixed income team analyzes the overall market and economic trends and develops the optimal investment strategy to align with that vision and the results reached by the investment committee, which meets regularly.

Islamic Money Market FundsIC PriceYTD
Al Baraka Bank Islamic Money Market Fund (Al Barakat)191.6220.56 %
(Prices as of 11 JANUARY 2025)
Fixed Income FundsIC Price YTD
Bank of Alexandria Fund No. 347.4318.25 %
SAIB’s Third Investment Fund (El Rabeh)339.5437.76 %
(Prices as of 12 JANUARY 2025)

Blended Funds

Our team manages blended funds designed to help clients diversify their investments with a strong focus on risk management. These funds provide access to a wide range of financial instruments and a dynamic allocation strategy to align with financial goals, risk tolerance, and investment horizon. This approach helps optimize returns and adapt to market changes.

Blended FundsIC PriceYTD
Egyptian Agricultural Bank (Al Massy)468.13-0.28 %
(Prices as of 09 JANUARY 2025)

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