Everything you need to know about this investment type
Find out everything you need to know about being an AXA shareholder.

    
    Investment Objective

To provide our customers with steady growth in the unit price over the long term without major volatility. 

    
    Asset Class Mix

This Investment Type has 100% of its value exposed to lower risk assets including treasury bills, certificates of deposit and government and corporate bonds. This Investment Type is denominated in Egyptian Pounds. 

    
    Customer Risk Profile

This Investment Type suits customers who have Low tolerance to risk. They may see only slight volatility in the unit price. They prefer to see steady growth in the unit price rather than take a higher level of risk.

Key Information

1.76%

Month to Date (MTD)

10.81%

Year to date (YTD)

4,570.87Million

Fund Size (NAV)

9.17

Unit Price

YOY Performance 10 years
Historical Unit Price Performance
Investment Allocation
  • Bonds
    68.5 %
  • Investment Certificates
    0.6 %
  • Cash
    0.7 %
  • Treasury Bills
    30.2 %
Disclaimer
 AXA Investment Types have been designed to suit the needs of customers who want to save for a minimum term of 10 years. Individuals with different objectives should seek alternative investments
Footnotes
 *A cumulative return on an investment is the aggregate amount that the investment has gained or lost over time

MTD = (end of current month unit price/end of previous month unit price)-1
YTD = (end of current month unit price/end of previous year unit price)-1