ABL Asset Management Capital Protected Fund

ABL Asset Management Capital Protected Fund

Overview

ABLAMC Capital Protected Fund is the first in series of open end capital protected funds. It aims to protect your capital at all times to and will also help you grow your investment by providing optimal returns.

Investment Objective

The Fund aims to protect initial investment value and deliver some return with the prospect of growth in initial investment value over the stipulated time period.

The Fund will consist of two Segments, an Investment Segment and a Capital Protection Segment (CPS) The Capital protection will be secured by investing the in Term Deposit receipts (TDRs) of AA and above rated banks. The remaining assets of the Fund will be allocated to the equity market or any other investments permitted by the regulator to provide investors with better returns

Key Benefits

  • 100% Capital Protection.
  • Optimal returns with limited exposure to the equity market.
  • Eligible for financing facility.
  • Maturity period of the fund is 2 years from the date of close of IPO* Low risk, high return structure.

Product Suitability*

  • The fund is suitable for investors who are looking for safety of principle, stable returns and have a medium term investment horizon.
  • Risk averse investors who wish to gain optimal returns with limited exposure to the equity market.

Fund Performance Highlight

 
  FY 14
ABLAMC Capital Protected Fund Returns 25.07%
Benchmark Returns 18.92%
*Note: The fund has been matured in July 2014


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