الهيئة العامة للرقابة المالية

• Net assets hit EGP 471 Billion as fund count rises to 224
• Outstanding fund shares reach 44 Billion, with retail investors holding 75%
• Sectoral and thematic funds lead Q2 average returns at 18.8%

Financial Regulatory Authority (FRA) has issued its quarterly investment funds performance report, tracking market developments through the end of the second quarter of 2026. The report demonstrates sustained growth in total assets, the number of funds and the investor base, reflecting the expanding role of investment funds as a key investment instrument in the Egyptian market.

In this report, FRA updated its classification of funds by type and count in alignment with the Egyptian Investment Management Association (EIMA). This updated framework revealed that the total number of funds across various issuances reached 224 by the end of June 2026, supported by the recent launch of 15 new investment funds in the market.

The report indicated that the total net assets of investment funds reached EGP 470.9 billion by the end of June 2026, up from EGP 410.69 billion at the end of March – representing an increase of EGP 60.28 billion and a growth rate of approximately.

Local currency-denominated assets reached EGP 444.56 billion, while foreign currency-denominated assets totaled the equivalent of EGP 26.41 billion, reflecting the continued diversification of fund portfolios.

Total Assets Under Management (AUM) also rose to approximately EGP 479 billion by the end of June, compared to EGP 419.5 billion at the end of the first quarter—a growth rate of about 13.96%.

Additionally, the total number of investment fund units continued to reach record levels, hitting 44.04 billion units by the end of June, up from 31.42 billion units at the end of March, marking a growth rate of approximately 40.16% over the three-month period.

According to the report, retail investors held the dominant share of investment fund units at 32.9 billion (74.7%), compared to 10.72 billion (24.3%) held by corporate entities, with founding entity reserves accounting for the remaining 1%.

Regarding investment performance, the report highlighted close average returns between Sector Funds (which concentrate capital in a single sector) and Thematic Funds (which focus on specific companies within sectors such as IT, fintech, and innovation), averaging 18.82% and 18.78%, respectively. These were followed by Index Funds with an average return of 18.35%, Equity Funds at 17.45%, Islamic Equity Funds at 16.37%, and Exchange-Traded Funds (ETFs) with an average return of 16.13% during Q2 2026.

The report underscores the sustained growth in investment fund assets, the expanding number of funds and units and the rollout of new investment vehicles. These developments are propelled by the Financial Regulatory Authority’s efforts to deepen non-banking financial markets, provide diverse investment instruments tailored to various investor segments and boost the overall appeal of the Egyptian capital market.

To view the full report, please click the link below:

[Investment Funds Performance Report – Q2 2026]