This portfolio is designed for the “Very Conservative”, Shariaa Compliant small investors with small amount of money min 500EGP to be deposited on a regular basis, ex.monthly. The portfolio 100% consists of Egyptian money market Islamic mutual fund – Al Baraka Money Market fund Certificates, in order to allow investors participate with them minimal initial capital.

 

Historical Performance

1 Year Performance
Current Constituents
Past Performance Criteria
  • This is a backtesting performance of our proprietary system.
  • Historical testing is based on 1 year performance because the Money Market funds in the portfolio have no sufficient history.
  • Backtesting is based on real prices of the funds in the portfolio.
  • Backtesing doesn’t include the monthly deposits; it only assumes that the customer deposited an initial investment in the start of the test. i.e 1000EGP, till the end of testing period.
  • Past performance doesn’t guarantee future performance.

This portfolio is designed for the “Conservative” range with small invested capital; min 500EGP to be deposited on a regular basis, ex.monthly. The portfolio usually consists of Egyptian money market Islamic mutual fund – Al Baraka Money Market fund (Usually 70%), and Equity Islamic Funds (Up to 30%), in order to allow investors from all income brackets to participate with the minimal initial capital to any bigger size.

Historical Performance

1 Year Performance
Current Constituents
Past Performance Criteria
  • This is a backtesting performance of our proprietary system.
  • Historical testing is based on 1 year performance because the Money Market funds in the portfolio have no sufficient history.
  • Backtesting is based on real prices of the funds in the portfolio.
  • Backtesing doesn’t include the monthly deposits; it only assumes that the customer deposited an initial investment in the start of the test. i.e 1000EGP, till the end of testing period.
  • Past performance doesn’t guarantee future performance.

This portfolio is designed for the “Moderate” range with small invested capital; min 500EGP to be deposited on a regular basis, ex.monthly. The portfolio consists of Egyptian money market Islamic mutual fund – Al Baraka Money Market fund (Usually 50%), and Equity Islamic Funds (Up to 50%), in order to allow investors from all income brackets to participate with the minimal initial capital to any bigger size.

Historical Performance

1 Year Performance
Current Constituents

Past Performance Criteria
  • This is a backtesting performance of our proprietary system.
  • Historical testing is based on 1 year performance because the Money Market funds in the portfolio have no sufficient history.
  • Backtesting is based on real prices of the funds in the portfolio.
  • Backtesing doesn’t include the monthly deposits; it only assumes that the customer deposited an initial investment in the start of the test. i.e 1000EGP, till the end of testing period.
  • Past performance doesn’t guarantee future performance.

This portfolio is designed for the “Aggressive” range with small invested capital; min 500EGP to be deposited on a regular basis, ex.monthly. The portfolio consists of Egyptian money market Islamic mutual fund – Al Baraka Money Market fund (Usually 30%), and Equity Islamic Funds (Up to 75%), in order to allow investors from all income brackets to participate with the minimal initial capital to any bigger size.

Historical Performance

1 Year Performance
Current Constituents
Past Performance Criteria
  • This is a backtesting performance of our proprietary system.
  • Historical testing is based on 1 year performance because the Money Market funds in the portfolio have no sufficient history.
  • Backtesting is based on real prices of the funds in the portfolio.
  • Backtesing doesn’t include the monthly deposits; it only assumes that the customer deposited an initial investment in the start of the test. i.e 1000EGP, till the end of testing period.
  • Past performance doesn’t guarantee future performance.

This portfolio is designed for the “Very Aggressive” range with small invested capital; min 500EGP to be deposited on a regular basis, ex.monthly. The portfolio 100% consists Equity Islamic Funds, in order to allow investors from all income brackets to participate with the minimal initial capital to any bigger size. However, this portfolio is actively managed & in many times during market declines, we park in Islamic Money Market funds up to 50% to reduce the volatility.

Historical Performance

1 Year Performance
Current Holdings
Past Performance Criteria
  • This is a backtesting performance of our proprietary system.
  • Historical testing is based on 1 year performance because the Money Market funds in the portfolio have no sufficient history.
  • Backtesting is based on real prices of the funds in the portfolio.
  • Backtesing doesn’t include the monthly deposits; it only assumes that the customer deposited an initial investment in the start of the test. i.e 1000EGP, till the end of testing period.
  • Past performance doesn’t guarantee future performance.