Securities portfolios

Managed by Target Asset Management, our portfolios span Equity, Fixed Income, Eurobonds, Islamic, Balanced and Capital-Protected strategies, designed to meet different investment objectives and risk profiles.

Target Asset Management

Six managed strategies, from capital protection to equity growth.

Equity Portfolio

Higher EGP

Objective: Invest primarily in companies listed on the Egyptian Exchange to achieve long-term capital appreciation through active equity selection.
Suitable for: Growth-oriented investors with a higher risk tolerance seeking long-term wealth creation.

See performance

Fixed Income Portfolio

Low EGP

Objective: Generate stable income and preserve capital through high-quality government and corporate fixed-income securities.
Suitable for: Conservative investors seeking predictable returns with limited market volatility.

See performance

Balanced Portfolio

Moderate

Objective: Combine equities and fixed income to balance capital growth with income generation while managing portfolio risk.
Suitable for: Investors seeking diversified exposure with a moderate risk profile.

Eurobonds Portfolio

Moderate USD

Objective: Invest in USD-denominated sovereign and corporate Eurobonds to provide regular income and international diversification.
Suitable for: Investors seeking foreign currency exposure with moderate risk and stable income.

Islamic Portfolio

Objective: Invest exclusively in Sharia-compliant equities and financial instruments in accordance with Islamic investment principles.
Suitable for: Investors seeking ethical, Sharia-compliant solutions with long-term growth potential.

Capital Protected Portfolio

Low

Objective: Preserve invested capital while providing opportunities for moderate returns through carefully structured strategies.
Suitable for: Risk-averse investors prioritising capital preservation over aggressive growth.

Track record

Historical performance & market benchmarks

Equity portfolios — annual return vs benchmarks

TIGEIMAEGX30

Annual return (%)

Equity portfolios — annual return vs benchmarks
Year	TIG	EIMA	EGX30
2016	136.16%	86.14%	69.83%
2017	60.42%	21.82%	20.17%
2018	5.92%	-17.70%	-7.90%
2019	33.00%	-2.22%	7.10%
2020	77.33%	-10.61%	-22.32%
2025	73.32%	42.73%	40.65%

Between 2021 and 2024 the Company strategically suspended new equity investments amid market uncertainty following the COVID-19 pandemic, concentrating on fixed income in line with a capital preservation approach.

Management policy

75%–80% of the portfolio is allocated across three main sectors, further diversified across individual stocks to mitigate concentration risk.
The remaining 20%–25% is held in liquid, interest-bearing bank accounts to capitalise on market opportunities.
Performance is monitored against the relevant benchmark weekly, monthly and quarterly.

Past performance is not a guarantee of future results. Figures are annual returns as reported by Target Asset Management; EIMA = Egyptian Investment Management Association benchmark.

Fixed income portfolios — annual return vs EIMA (2016–2025)

TIGEIMA

Annual return (%)

Fixed income portfolios — annual return vs EIMA (2016–2025)
Year	TIG	EIMA
2016	12.58%	9.85%
2017	14.18%	14.96%
2018	16.62%	14.73%
2019	18.11%	13.53%
2020	10.95%	9.95%
2021	10.20%	10.20%
2022	11.96%	10.20%
2023	18.64%	16.73%
2024	24.32%	19.50%
2025	18.14%	21.41%

Based on EIMA historical data from 2016 to 2025, TIG outperformed the EIMA benchmark in the majority of periods shown.

Past performance is not a guarantee of future results. Figures are annual returns as reported by Target Asset Management; EIMA = Egyptian Investment Management Association benchmark.

Let's build long-term value together.

Talk to our team about investment management, our funds or corporate finance.