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 Plan - I

Meezan Capital Preservation Plan –I (MCPP-I), is a plan based on the existing Meezan Financial Planning Fund of Fund (MFPF). Based on CPPI investment strategy, MCPP-I will enable investors to benefit from potentially high returns of a rising stock market while preserving your capital in a bearish market by investing in fixed income/money market based funds.

This is the first ever Islamic capital preservation plan in Pakistan adding a new dimension to address investor’s need for capital preservation with potential 100% exposure to stock market.

Investment Objective & Philosophy

The objective of Meezan Capital Preservation Plan-I (MCPP-I) is to earn a potentially high return through dynamic asset allocation between Shariah Compliant Equities and Shariah Compliant Income/Money Market based Collective Investment Schemes (CIS), while providing capital preservation upon maturity of the allocation plan.

Key Benefits

  • Meezan Capital Preservation Plan –I (MCPP-I) is Pakistan’s first Shariah Compliant capital preservation plan
  • Principal preservation of initial investment amount
  • Upto 100% exposure in Shariah Compliant Equities
  • Strategy reflective of investor’s risk appetite as market conditions change
  • 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
  • Risk and return potential Low- Medium

*Investors are encouraged to consult their Investment advisors prior to investing in the product.

Low to Medium Risk

Fund Performance Highlights

FY 15 FY 16
MCPP-I Returns 7.8%* 10.5%
Benchmark Returns 8.5% 8.7%
MCPP-I Dividend ( Rupees per unit) 0.02
(For the period from Sep 1, 2014 to Jun 30, 2015)
(For the period from Jul 1, 2015 to Jun 23, 2016)

We would like to inform that MCPP-I (plan based on existing MFPF) is maturing on October 27, 2016, after completing its 2 years of operations. We would encourage you to re-invest your current investment of MCPP-I into our upcoming Meezan Strategic Allocation Plan-I (MSAP-I) 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 MCPP –I 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 MCPP-I Click Here

Note on Pakistan Stock Exchange 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