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Unit Trust of Pakistan (UTP)

Investment Objective

The Fund aims, by prudent investment management, to preserve and grow investors’ capital in the long-term while providing a regular stream of current income on an annual basis.

What is UTP?

UTP is an open-end Balanced Fund which aims to provide income and capital growth by investing in a diversified portfolio of quality Equities and fixed income instruments. The Equities portfolio generates attractive stock-market linked returns over medium/long-term, while the Fixed income portfolio reduces risk of the overall Fund.

Why should you invest in UTP?

If you are looking for attractive returns linked to the stock-market, but also wish to reduce the risk associated with pure Equity Funds, then UTP is an ideal option for them. You can enter or exit the Fund at your convenience – however, an investment horizon of 2-3 years is recommended.

Term Sheet Unit Trust of Pakistan (UTP)
Launch Date 27 October, 1997
Fund Type Open end Balanced Fund
Currency PKR
Minimum Investment 1 Unit
Asset Manager Rating AM2+ by PACRA
Pricing Mechanism Forward
Front End Load 3%
Management Fee Up to 2% of Average Annual Net Assets
Risk Profile High
Listing Pakistan Stock Exchange
Trustee Central Depository Company of Pakistan Limited
Auditor A. F. Ferguson & Co.
Benchmark Rate of return of KSE-30 Index and six (6) month KIBOR, for any period of return, on the basis of actual proportions of the portfolio

5 years performance

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