Takamol Fund
Combine the growth potential of Egyptian equities with the stability of fixed-income investments.
Most investors want to maximize their returns without being exposed to high risk. Takmol Fund is a balanced fund that offers the best of both worlds, equities growth and stable fixed-income investments.
Fund Benefits
- Long-term Investment: Takamol Fund is an open-ended fund.
- High Accumulated Returns with Moderate Risk: Investors achieve growth through investing in equities and stability through investing in fixed-income instruments.
- Liquidity: Customers can sell units on a weekly basis regardless of the maturity dates of the fund's fixed-income instruments.
- Accessibility: Subscriptions can be placed daily until 12:00 noon and redemptions weekly through CIB's more than 180 branches across Egypt.
- No Subscription and Redemption Fees: All subscription and redemption transactions are executed for free.
- Professional Management: Takamol Fund is professionally managed by CI Capital Asset Management.
- Balanced Diversification: Takamol Fund ticks all the boxes for a conservative investor who wants to benefit from the potential growth represented by the stock market.
Investment Guidelines
Asset Type | Maximum Allocation |
Fixed-income Investments | 40% of portfolio |
Treasury Bills and Treasury Bonds | 100% of fixed income investments |
Corporate Bonds | 60% of fixed income investments |
Repurchase Agreements | 50% of fixed income investments |
Deposits | 75% of fixed income investments |
Money-market and Fixed-income Funds | 40% of fixed income investments |
Certificates of Deposit | 20% of fixed income investments |
Equity Investments | 70% of portfolio |
Single Sector | 30% of equity investments |
Equity Funds | 20% of equity investments |
Fund Features
- Minimum subscription is 1 investment certificate.
- Subscriptions are available daily until 12:00 noon, to be settled on the following working day.
- Redemption requests must be presented on the first working day in the week and are settled on the following working day.
- No subscription or redemption fees.
Furthermore:
Takamol Fund Fact Sheet - December 2020.pdf
Takamoul Prospectus 2020.pdf020.pdf
For more information, please call 19666 or visit your nearest CIB branch Terms and Conditions Apply