Fund Updates

Ezdehar Fund — May 2026 factsheet and manager commentary

28 May 2026

Ezdehar delivered a 3.6% gain in May, outpacing its benchmark by 90 bps. Portfolio additions in industrials and telecoms drove the bulk of attribution.

Ezdehar Fund posted a 3.6% return in May, outperforming its blended benchmark by 90 basis points. The portfolio team trimmed selected real-estate exposure into strength and added to industrials and telecoms on conviction calls. Year-to-date the fund is +18.4%.