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Introduction:
Pakistani stock market is very risky with the volatility (standard deviation) of around 27% p.a. Therefore, in our opinion, naked exposure to equities does not suit all types of investors. Returns on Money Markets and Fixed Income products (bank deposits, T-Bills, TFCs etc.) does not even compensate for inflation. Hence, it is not advisable to put the entire investment in these asset classes.
We, therefore, propose that a significant portion of your retirement / personal funds be invested in a Capital Protected Strategy, where the safety of the principal is assured along with competitive returns. Historically (last 15 years) the average return on the strategy has been 20% p.a., with a much lower volatility than the stock market. Thus, the investor has a potential to earn very good returns along with capital protection.
Return Objectives:
Investment Methodology:
A certain portion of the Portfolio will be invested in the low-risk asset. The remaining portion will gradually be invested in the risky asset. Due to the changing performance of the assets, especially the risky asset, the percentage between the risky and low-risk assets will be constantly managed. Based on the strategy, the risky asset is sold as it falls in value and bought as it rises in value
Authorized Investments:
Low-Risk assets – NAFA Government Securities Liquid Fund (NGSLF) / NAFA Savings Plus Fund (NSPF) / T-Bills / Bank Deposits
High-Risk assets – NAFA Stock Fund (NSF) / NAFA Asset Allocation Fund (NAAF) / NAFA Multi Asset Fund (NMF) / Equities
Risk Tolerance:
The Net Asset Value per unit of the Plan, may not fall below the Floor Value per unit
Liquidity:
There is no “lock-in” period. The investor can encash his/her investment anytime without any penalty
Time Horizon:
The investment time horizon is medium-term (5 years)
NAFA Fund Manager Report
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GIPS Compliant Presentation
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Avail Tax Credit of up to Rs. 194,500/- (For Non Salaried Individuals)
(Click here to find out how)
Change of Address of Principal (Head) Office
(Notice for Change of Address of Principal (Head) Office)
Avail our E-Transaction Facility
Apply for NAFA ATM Card
NAFA Stock Fund Performance NAFA Stock Fund is ranked the 28th best performing fund among 27,153 actively managed Equity Funds of the world. Source: Thomson Reuters Lipper. Click here to read more...------------------------------NAFA Riba Free Savings Fund Monthly Report NAFA Riba Free Savings Fund Monthly Report - April 2013Click here to read more...------------------------------Reduction in Management Fee of NAFA Money Market Fund (NMMF)We are pleased inform you that NAFA has reduced the Management Fee charged on NAFA Money Market Fund (NMMF) from 1.25% p.a. to 1.0% p.a. (reduction of 0.25%) on average net assets of the Fund. The revised management fee of 1.0% p.a. is effective from 16th August 2012.Click here to read more...------------------------------NBP Fullerton Asset Management Ltd (NAFA), announces quarterly DistributionNBP Fullerton Asset Management Ltd (NAFA), is pleased to announce quarterly distribution on funds under its management for the period ended March 31, 2013Click here to read more...------------------------------NAFA Islamic Multi Asset Fund Monthly Report NAFA Islamic Multi Asset Fund Monthly Report - April 2013 Click here to read more...------------------------------NBP Fullerton Asset Management Ltd (NAFA), announces monthly Distribution. NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce monthly dividend on funds under its management for the month of April , 2013. Click here to read more...------------------------------Balance Confirmation ServiceAs a part of continuous development activities and to provide value added services to our customers NAFA is now pleased to announce BALANCE CONFIRMATION SERVICE to its unit holders. From this service unit holders can now get their investment values (Rs.) in few seconds on their mobile phone.Click here to read more...------------------------------NBP Fullerton Asset Management Ltd (NAFA), announces final distribution.NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce final distribution on funds under its management for the year ended June 30, 2012.Click here to read more...------------------------------NAFA Multi Asset Fund Monthly Report NAFA Multi Asset Fund Monthly Report - April 2013Click here to read more...------------------------------E-Transaction Facility We are pleased to introduce E-Transaction facility (Redemption and Exchange of Units) through which the investors can submit their transaction request using our website:www.nafafunds.com.Click here to read more...------------------------------NAFA Funds Dealing TimeMonday to Thursday, 09:00 am to 05:00 pm; Friday, 09:00 am to 5:30 pm & Saturday, 09:00 am to 1:00 pm (Selected Funds). Click to read more….. Click here to read more...------------------------------NAFA Money Market Fund Monthly Report NAFA Money Market Fund Monthly Report - April 2013Click here to read more...------------------------------Change in Management Fee of NIMFPlease note that in accordance with clause 61 of NBFC & NE Regulations 2008, the management fee of NAFA Islamic Multi Asset Fund (NIMF) has been reduced from 3% p.a to 2% p.a. effective from October 28th, 2012. For further information, please call our toll free helpline # 0800-20001.Click here to read more...------------------------------Notice of Change of TrusteeThe Management Company of the NAFA Riba Free Savings Fund (NRFSF) is going to change the Trustee of NRFSF from Central Depository Company of Pakistan Limited to MCB Financial Services Limited with effect from January 11th, 2013, Kindly also note that all cheques for investment in NRFSF from January 11th, 2013 onwards shall be made in the name of “MCBFSL Trustee –NAFA Riba Free Savings Fund”.Click here to read more...------------------------------Shifting of Lahore Branch OfficeThis is to notify that effective Feb 25, 2013 our Lahore Regional Sales office has been shifted to 7-Noon Avenue, Canal Bank, Muslim Town Lahore. UAN No.: 042-111-111-632 Fax No.: 042- 35861095 For more details please contact us at our help line number 0800 20001 or you may e-mail us at info@nafafunds.com Click here to read more...------------------------------NAFA Asset Allocation Fund Monthly Report NAFA Asset Allocation Fund Monthly Report - April 2013Click here to read more...------------------------------NAFA Savings Plus Fund Monthly Report NAFA Savings Plus Fund Monthly Report - April 2013 Click here to read more...------------------------------NAFA Government Securities Liquid Fund Monthly Report NAFA Government Securities Liquid Fund Monthly Report - April 2013Click here to read more...------------------------------NAFA Stock Fund Monthly Report - NAFA Stock Fund Monthly Report - April 2013Click here to read more...------------------------------NAFA Financial Sector Income Fund Monthly Report NAFA Financial Sector Income Fund Monthly Report - April 2013Click here to read more...------------------------------NAFA Income Opportunity Fund Monthly Report NAFA Income Opportunity Fund Monthly Report - April 2013Click here to read more...------------------------------NAFA Income Fund Monthly Report NAFA Income Fund Monthly Report - April 2013Click here to read more...------------------------------NAFA Islamic Aggressive Income Fund Monthly Report NAFA Islamic Aggressive Income Fund Monthly Report - April 2013Click here to read more...------------------------------
NAFA Stock Fund Performance
NAFA Stock Fund is ranked the 28th best performing fund among 27,153 actively managed Equity Funds of the world. Source: Thomson Reuters Lipper.
Click here to read more...
------------------------------
NAFA Riba Free Savings Fund Monthly Report
NAFA Riba Free Savings Fund Monthly Report - April 2013
Reduction in Management Fee of NAFA Money Market Fund (NMMF)
We are pleased inform you that NAFA has reduced the Management Fee charged on NAFA Money Market Fund (NMMF) from 1.25% p.a. to 1.0% p.a. (reduction of 0.25%) on average net assets of the Fund. The revised management fee of 1.0% p.a. is effective from 16th August 2012.
NBP Fullerton Asset Management Ltd (NAFA), announces quarterly Distribution
NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce quarterly distribution on funds under its management for the period ended March 31, 2013
NAFA Islamic Multi Asset Fund Monthly Report
NAFA Islamic Multi Asset Fund Monthly Report - April 2013
NBP Fullerton Asset Management Ltd (NAFA), announces monthly Distribution.
NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce monthly dividend on funds under its management for the month of April , 2013.
Balance Confirmation Service
As a part of continuous development activities and to provide value added services to our customers NAFA is now pleased to announce BALANCE CONFIRMATION SERVICE to its unit holders. From this service unit holders can now get their investment values (Rs.) in few seconds on their mobile phone.
NBP Fullerton Asset Management Ltd (NAFA), announces final distribution.
NBP Fullerton Asset Management Ltd (NAFA), is pleased to announce final distribution on funds under its management for the year ended June 30, 2012.
NAFA Multi Asset Fund Monthly Report
NAFA Multi Asset Fund Monthly Report - April 2013
E-Transaction Facility
We are pleased to introduce E-Transaction facility (Redemption and Exchange of Units) through which the investors can submit their transaction request using our website:www.nafafunds.com.
NAFA Funds Dealing Time
Monday to Thursday, 09:00 am to 05:00 pm; Friday, 09:00 am to 5:30 pm & Saturday, 09:00 am to 1:00 pm (Selected Funds). Click to read more…..
NAFA Money Market Fund Monthly Report
NAFA Money Market Fund Monthly Report - April 2013
Change in Management Fee of NIMF
Please note that in accordance with clause 61 of NBFC & NE Regulations 2008, the management fee of NAFA Islamic Multi Asset Fund (NIMF) has been reduced from 3% p.a to 2% p.a. effective from October 28th, 2012. For further information, please call our toll free helpline # 0800-20001.
Notice of Change of Trustee
The Management Company of the NAFA Riba Free Savings Fund (NRFSF) is going to change the Trustee of NRFSF from Central Depository Company of Pakistan Limited to MCB Financial Services Limited with effect from January 11th, 2013, Kindly also note that all cheques for investment in NRFSF from January 11th, 2013 onwards shall be made in the name of “MCBFSL Trustee –NAFA Riba Free Savings Fund”.
Shifting of Lahore Branch Office
This is to notify that effective Feb 25, 2013 our Lahore Regional Sales office has been shifted to 7-Noon Avenue, Canal Bank, Muslim Town Lahore. UAN No.: 042-111-111-632 Fax No.: 042- 35861095 For more details please contact us at our help line number 0800 20001 or you may e-mail us at info@nafafunds.com
NAFA Asset Allocation Fund Monthly Report
NAFA Asset Allocation Fund Monthly Report - April 2013
NAFA Savings Plus Fund Monthly Report
NAFA Savings Plus Fund Monthly Report - April 2013
NAFA Government Securities Liquid Fund Monthly Report
NAFA Government Securities Liquid Fund Monthly Report - April 2013
NAFA Stock Fund Monthly Report -
NAFA Stock Fund Monthly Report - April 2013
NAFA Financial Sector Income Fund Monthly Report
NAFA Financial Sector Income Fund Monthly Report - April 2013
NAFA Income Opportunity Fund Monthly Report
NAFA Income Opportunity Fund Monthly Report - April 2013
NAFA Income Fund Monthly Report
NAFA Income Fund Monthly Report - April 2013
NAFA Islamic Aggressive Income Fund Monthly Report
NAFA Islamic Aggressive Income Fund Monthly Report - April 2013
