Alfalah GHP Prosperity Planning Fund Active Allocation Plan

Investment Objective

The fund is professionally and actively managed by Alfalah Investments so as provide the benefit of stronger returns from the stock market but to limit the risk by moving between equities and fixed income based on the Fund Managers outlook on the asset classes.

This Allocation Plan is suitable for investors with a mid to long term investment horizon with a view for potentially greater capital appreciation. The funds ability to opportunistically move between stock and fixed income should help limit risk as well as provide ability to profit from market timing.

Fund Details
Category Fund of Funds
Fund Type Open Ended
Launch Date 11th September 2015
Pricing Forward Day
Management Fee Nill*
Initial Investment PKR 10,000
Trustee CDC Pakistan
Auditor EY Ford Rhodes, Chartered Accountants
Listing Pakistan Stock Exchange
Dealing Days Monday – Friday
Cut-off Time 9:00 a.m. – 4:00 p.m.
Sales Load 2.00%
Risk Profile High
Benchmark Weighted average return of KSE 100 index and 6 month KIBOR on the basis of actual investments in underlying schemes.
Investment Parameters
Authorized Investments Allocation Range (%)
Equity Segment:

  • Equity based Mutual Funds
0% – 100%
Income Segment:

  • Aggressive Income / Income based Mutual Funds
0% – 100%
Money Market Segment:

  • Money Market based Mutual Funds
0% – 100%

 

Ratings

Asset Manager Rating
AM2+ by PACRA

Characteristics

  • Long term investment horizon
  • High returns
  • High risk
  • Tax benefits

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