Another month. Another interesting performance update.
And two numbers immediately stand out:
49.09% — Sharia Global Equity Special Fund
30.68% — Thamani Equity Fund
That is the Year-to-Date performance as at 31st July 2026.
But instead of looking at one exciting number in isolation, I want us to look at the bigger picture.
Here is how Arvocap’s 8 NAV funds have moved since my 31st May 2026 update:
- Sharia Global Equity Special Fund: 43.19% → 49.09%
- Thamani Equity Fund: 10.86% → 30.68%
- Almasi Fixed Income Fund: 6.87% → 11.27%
- Mabruk Sharia Special Fund: -0.14% → 5.77%
- Africa Equity Special Fund: 0.71% → 4.29%
- Eurofix Fixed Income Special Fund: 0.29% → 1.26%
- Multi-Asset Strategy Special Fund: 26.18% → 24.72%
- Global Equity Special Fund: 14.40% → 10.84%
That movement teaches an important investing lesson:
Investment Returns Do Not Move In A Straight Line.
Some funds will rise.
Others will temporarily pull back.
That is volatility, and it comes with investing, especially in growth-oriented assets.
A decline in performance does not automatically mean you should panic and exit.
Instead, ask:
- Has my investment objective changed?
- Has the fund’s strategy changed?
- Has my risk tolerance changed?
Be patient.
Choose a fund that fits your financial objectives, risk appetite and stay the course.
For my own Arvocap Asset Managers portfolio, I currently hold:
- Arvocap Money Market Fund
- Almasi Fixed Income Fund
- Thamani Equity Fund
And I will continue tracking their performance and sharing the journey with you.
Remember:
Past performance is not a guarantee of future returns.
The value of investments can rise or fall.
If you’d like to explore any of these funds?
WhatsApp me the NAME OF THE FUND on 0703 472 299.
I will help you understand the fund, assess whether it fits your goals and risk profile, and guide you through the process.
Alex Mwangi | The Cent Warrior | WhatsApp: 0703472299
