Capital Preservation Solutions

Capital preservation funds are schemes which aim to preserve your principal while offering potentially high returns, through dynamic allocation. The dynamic asset allocation is aimed at providing higher returns through participation in Equities, while aiming to protect downside risk of capital through participation in Income/Money Market instruments.

Capital Preservation Solutions

Meezan Capital Preservation Fund - II

Meezan Capital Preservation Fund-II is a Shariah Compliant open-end fund of fund scheme. It is a tool to maximize return through equity market upside potential while simultaneously protecting the principal investment through income/money market participation.

Investment Objective & Philosophy

The objective of MCPF-II is to earn potentially high rate of return utilizing internationally renowned capital protection methodology; Constant Proportion Portfolio insurance (CPPI) while preserving the initial investment amount.

CPPI Strategy is an internationally practiced dynamic asset allocation trading strategy which allocates assets between equity based and income/money market based asset classes. The strategy provides investors to enhance exposure to equities in an upward trending market (up to 100%) while preserve the initial investment amount from downside risk in a downturn market.

Key Benefits

  • Meezan Capital Preservation Fund-II is Shariah Compliant open-end Fund of Fund scheme
  • Principal preservation of initial investment amount
  • Upto 100% in Exposure in Shariah Compliant Equities
  • Cumulative return since inception (June 28, 2014 till March 31, 2016) is 13.9% in PKR terms
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 28 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.
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This product is suitable for investors who are seeking*:

  • Attractive returns through equity participation along with principal preservation
  • An effective strategy to reduce risk through CPPI with upto 100% equity exposure
  • Low to Moderate risk and return potential
Low to moderate risk

*Investors are encouraged to consult their financial advisers prior to investing in the product.

Note: Risk is represented as: Low

Key Features

HFY 15
MCPF-II Returns 10.3%
Benchmark Returns 8.5%
MCPF-II Dividend (Rupees per unit) -

Note: For details on Tax Credit, please Click Here

MCPrF-II will have its initial maturity on June 27, 2016 and continue its existence till December 31, 2016, which shall be the date of the next subsequent initial maturity. We would encourage you to remain invested for its subsequent tenure, for the chance to generate further attractive returns from investments in the stock market.

Please find the Consent Letter to provide us with the instruction to either remain invested in MCPrF –II or convert your investment in any of our other funds. Please also find enclosed the Pakistan Stock Market Review and Outlook to facilitate you in decision making.

Consent letter MCPRF-II Click Here

Investment Note MCPRF II Click Here

Manage Investment At Your Fingertips!

  • Get Account Balance: SMS BAL (Portfolio ID) to ‘6655’
  • Daily NAV Prices : SMS NAV to ‘6655’
  • Investment Advisor Help : SMS ‘Invest’ to ‘6655’
*The return on investment is not fixed and is subject to market risks. If you want to evaluate fund performance, you may refer to the Latest Fund Manager Report. Click here