Balanced Funds

Meezan Balanced Fund

Investment Objective

Meezan Balanced Fund’s objective is to generate long term capital appreciation as well as current income by creating a balanced portfolio that is invested both in high quality Equity Securities and Islamic Income Instruments such as TFCs, COIs, Certificates of Musharika, Islamic Sukuk, Ready-future hedges, and other Shariah Compliant instruments.

Investment Strategy

The Fund will exclusively invest in Islamic instruments approved by the Shariah Advisor, such as Islamic Sukuk (bonds), certificates of Islamic investments, and similar instruments/ avenues. The Fund will also make substantial use of the hedging mechanism between the ready market and the futures market for the investors in a completely Shariah Compliant manner.

Benefits at a Glance

  • Professional Management of your savings by experienced fund managers with a proven track record
  • Under the supervision of a reputable Shariah Advisor; Dr. Imran Ashraf Usmani

Choose this Fund If You Are Seeking

  • Balanced investment strategy, both in equities and debt markets while avoiding the volatility of pure equity investments
  • Portfolio diversification through just one fund without having to invest in multiple funds
  • A balanced strategy to meet financial goals within short- medium term with medium risk

Fund Facts

Fund Type

Open End

Fund Category


Launch Date

20th Dec, 2004

Fund Size

1.71 Bn

as of January 31st, 2024


Weighted avg. return of KMI 30 Index and Fixed Income/ Money Market Scheme as per actual allocation

Risk Profile


Asset Manager Rating



Management Fee

Up to 2%

Actual Rate of Management Fee


Front End Load


Bank End Load




Central Depository Company



Pakistan Stock Exchange

Fund Manager

Asif Imtiaz

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Fund Performance

FY23 FY22 FY21 FY20 FY19 FY18 FY17 FY16 FY15
MBF 4.87% -3.61% 18.13% 8.14% -12.80% -9.00% 14.90% 12.10% 15.90%
Benchmark 4.55% -3.11% 19.45% 5.80% -12.10% -4.20% 12.00% 9.50% 12.60%