Alfalah GHP Prosperity Planning Fund Conservative 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 capping stock market exposure at a maximum of 20%. Stable returns should be achieved via high exposure in fixed income avenues and limited exposure to the stock market.

This Allocation Plan is suitable for investors with a mid-long term investment horizon with a view for potentially stronger returns than pure fixed income but without significant investment in the equities.

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 1.00%
Risk Profile Low
Benchmark Weighted average return of KSE 100 and 6 months PKRV on the basis of actual investments in underlying schemes.
Investment Parameters
Authorized Investments Allocation Range (%)
Equity Segment:

  • Equity based Mutual Funds
0% – 20%
Income Segment:

  • Aggressive Income / Income based Mutual Funds
30% – 40%
Money Market Segment:

  • Money Market based Mutual Funds
0% – 60%

Ratings

Asset Manager Rating
AM2+ by PACRA

Characteristics

  • Mid to long term investment horizon
  • Steady income
  • Stable returns
  • Ideal for first time stock market investors
  • Tax benefit

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