Table of Contents
Disclaimer: Activities in the Egypt market are conducted through Thndr Securities Brokerage, which is a member firm of the Egyptian Stock Exchange and is authorized and regulated by the Financial Regulatory Authority . Registered in Egypt (no. 804)
What is NBK Al Mizan Fund (NAM)?
NBK Al Mizan Fund is an open-end balanced fund with capital growth and periodic distribution.
The fund follows a balanced investment strategy that combines investing in stocks with fixed income instruments like treasury bills and bonds.
The fund also distributes dividends annually to certificate holders
What does NBK Al Mizan Fund (NAM) invest in?
NBK Al Mizan Balanced Fund invests 50% in equities and 50% in fixed-income instruments such as treasury bills and bonds. The allocation to either can increase up to a maximum of 60%.
The fund does not invest more than 15% of its size in a single company and does not own more than 20% of any other company.
*You can read more about the fund’s investment guidelines and limits in the fund prospectus here.
How do I place my order?
- Open the Thndr app and go to “Explore.”
- Search for “NBK Al Mizan Balanced Fund” or “NAM” under the equity funds theme.
- Tap on the NBK Al Mizan Balanced Fund.
- Tap on “Buy” and specify the amount you wish to invest (Minimum 2 certificates)
Buying & Selling
Orders placed before 1:00 PM on the last working day of the week
Your order will be sent will be sent on the same day and executed on the next working day at that day’s price
Orders placed after 1:00 PM on the last working day of the week
Your order will be sent on the last working day of next week and executed on the following working day at that day’s price.
Fees
Standard Transaction fees apply on every buy and sell order
Fund management fees are calculated in the certificate price & not charged when buying or selling certificates. You can view the full list of fund management fees here.
Who Manages NBK Al Mizan Balanced Fund (NAM) ?
NBK Al Mizan Balanced Fund (NAM) is managed by NBK Egypt Financial Investments, the investment arm of NBK Egypt.
What are the risks?
Risk factors associated with this fund include:
- Interest rate risk: If interest rates change, the value of investments may go up or down.
- Credit risk: If the issuer of a bond or debt might fail to pay back what they owe.
- Equity risk: Stock prices may rise or fall based on market conditions.
*For a detailed overview of risk factors please visit the fund prospectus here
