Investment Plans - Al Meezan Investment Management Limited
Al Meezan Investments

Investment Plans

At Al Meezan, we take care of your life goals by offering a variety of investment plans to secure your family’s future and turn your dreams into reality. You can select the plan that best matches your requirement.

Meezan Strategic Allocation Plan-I

Meezan Strategic Allocation Plan-I (MSAP-I) is the first plan based on newly launched Fund of Funds Scheme, Meezan Strategic Allocation Fund (MSAF). The plan has an initial term of two years and will use active asset allocation strategy for providing competitive returns on your investment. The plan is open for subscription till December 02, 2016.

Investment Objective & Philosophy

The objective of Meezan Strategic Allocation Plan – I (MSAP-I) is to actively allocate its portfolio between the equity schemes and fixed income/money market schemes based on the macroeconomic outlook on such asset classes.

Key Benefits

  • Meezan Strategic Allocation Plan –I (MSAP-I) allows up to 100 % equity participation based on Fund managers outlook on the market
  • Strategy reflective of investor’s risk appetite as market conditions change
  • Actively managed by experienced Fund Managers
  • A means of diversification for investment portfolios
  • Initial duration of 2 years from the close of subscription
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • Active Allocation between Equity and Money Market
  • Shariah complaint investment and Halal profit
  • Risk controlled strategy

Risk and return potential: High
*Investors are encouraged to consult their Investment advisors prior to investing in the product.

Meezan Strategic Allocation Plan-II

Meezan Strategic Allocation Plan-II (MSAP-II) is the second plan based on newly launched Fund of Funds Scheme, Meezan Strategic Allocation Fund (MSAF). The plan has an initial term of two years and will use active asset allocation strategy for providing competitive returns on your investment.

Investment Objective & Philosophy

The objective of Meezan Strategic Allocation Plan – II (MSAP-II) is to actively allocate its portfolio between Shariah compliant equity schemes and Shariah compliant fixed income/money market schemes based on the macroeconomic outlook on such asset classes.

Key Benefits

  • Meezan Strategic Allocation Plan –II (MSAP-II) allows up to 100 % equity participation based on Fund managers outlook on the market
  • Strategy reflective of investor’s risk appetite as market conditions change
  • Actively managed by experienced Fund Managers
  • Initial duration of 2 years from the close of subscription
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • Active Allocation between Equity and Money Market
  • Shariah complaint investment and Halal profit
  • Risk controlled strategy

Risk and return potential: High
*Investors are encouraged to consult their Investment advisors prior to investing in the product.

Meezan Strategic Allocation Plan-III

Meezan Strategic Allocation Plan-III (MSAP-III) is the third plan based on newly launched Fund of Funds Scheme, Meezan Strategic Allocation Fund (MSAF). The plan has an initial term of two years and will use active asset allocation strategy for providing competitive returns on your investment.

Investment Objective & Philosophy

The objective of Meezan Strategic Allocation Plan – III (MSAP-III) is to actively allocate its portfolio between Shariah compliant equity schemes and Shariah compliant fixed income/money market schemes based on the macroeconomic outlook on such asset classes.

Key Benefits

  • Meezan Strategic Allocation Plan –III (MSAP-III) allows up to 100 % equity participation based on Fund managers outlook on the market.
  • Strategy reflective of investor’s risk appetite as market conditions change.
  • Actively managed by experienced Fund Managers.
  • Initial duration of 2 years from the close of subscription.
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • Active Allocation between Equity and Money Market
  • Shariah complaint investment and Halal profit
  • Risk controlled strategy

Risk and return potential: High
*Investors are encouraged to consult their Investment advisors prior to investing in the product.

Meezan Strategic Allocation Plan-IV

Meezan Strategic Allocation Plan-IV (MSAP-IV) is the fourth plan based on Fund of Funds Scheme, Meezan Strategic Allocation Fund (MSAF). The plan has an initial term of two years and will use active asset allocation strategy for providing competitive returns on your investment.

Investment Objective & Philosophy

The objective of Meezan Strategic Allocation Plan – IV (MSAP-IV) is to actively allocate its portfolio between Shariah compliant equity schemes and Shariah compliant fixed income/money market schemes based on the macroeconomic outlook on such asset classes.

Key Benefits

  • Meezan Strategic Allocation Plan –IV (MSAP-IV) allows maximum possible equity participation based on Fund managers outlook on the market.
  • Strategy reflective of investor’s risk appetite as market conditions change.
  • Actively managed by experienced Fund Managers.
  • Initial duration of 2 years from the close of subscription .
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • Active Allocation between Equity and Money Market
  • Shariah complaint investment and Halal profit
  • Risk controlled strategy

Risk and return potential: High
*Investors are encouraged to consult their Investment advisors prior to investing in the product.

Meezan Strategic Allocation Plan-V

Meezan Strategic Allocation Plan-V (MSAP-V) is the fifth plan based on Fund of Funds Scheme, Meezan Strategic Allocation Fund (MSAF). The plan has an initial term of two years and will use active asset allocation strategy for providing competitive returns on your investment.

Investment Objective & Philosophy

The objective of Meezan Strategic Allocation Plan – V (MSAP-V) is to actively allocate its portfolio between Shariah compliant equity schemes and Shariah compliant fixed income/money market schemes based on the macroeconomic outlook on such asset classes.

Key Benefits

  • Meezan Strategic Allocation Plan –V (MSAP-V) allows maximum possible equity participation based on Fund managers outlook on the market.
  • Strategy reflective of investor’s risk appetite as market conditions change.
  • Actively managed by experienced Fund Managers.
  • Initial duration of 2 years from the close of subscription.
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • Active Allocation between Equity and Money Market
  • Shariah complaint investment and Halal profit
  • Risk controlled strategy

Risk and return potential: High
*Investors are encouraged to consult their Investment advisors prior to investing in the product.

Meezan Asset Allocation Plan-I

Meezan Asset Allocation Plan-I (MAAP-I), is an investment plan based on the existing Meezan Financial Planning Fund of Fund (MFPF). Based on the Fund Manager’s outlook on asset classes, the allocation plan will actively allocate its portfolio between the Equity Schemes and Fixed Income/Money Market Schemes.

Investment Objective & Philosophy

The objective of MAAP-I is to earn a potentially high return through active asset allocation between Shariah Compliant Equity Schemes and Shariah Compliant Income/Money Market Schemes.

Key Benefits

  • Meezan Asset Allocation Plan –I (MAAP-I) allows maximum equity participation based on Fund managers outlook on the market
  • Ease of choosing one fund instead of multiple investments
  • Duration of 2 years from the close of subscription
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • An opportunity for long term capital appreciation potential
  • Active Allocation between Equity and Money Market
  • Shariah complaint investment and Halal profit

Risk and return potential Low – High

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

Meezan Indus Hospital Support Plan – MIHSP

Meezan Indus Hospital Support Plan is Pakistan’s first Shariah compliant co-branded administrative plan, managed by Al Meezan to enhance the donation and investment experience for donors and investors alike.

Meezan Indus Hospital Support Plan (MIHSP) is structured by Al Meezan for the benefit of Indus Hospital. It is launched under Meezan Financial Planning Fund of Fund (MFPF) as an open end Shariah compliant Fund of Fund Scheme.

This is a Corporate Social Responsibility (CSR) initiative to support the philanthropic health care program for the underprivileged segment of society, totally free of cost.

Investment Objective & Philosophy

The objective of MIHSP is to facilitate

  • The investors with a unique means of donating their funds with various options related to their investment and profits, if any.
  • The Indus Hospital with a new avenue for mobilization of its donation proceeds and investing the same with the ultimate objective of meeting its growth and operational needs.

Key Benefits

  • Meezan Indus Hospital Support Plan- MIHSP is Pakistan’s first Shariah compliant co-branded product launched as a CSR initiative to benefit the underprivileged segment of society
  • A convenient tool for paying your Zakat/Donation to The Indus Hospital
  • Options of allocation of Zakat/Donation amount
  • Deduction in Taxable income in case of Zakat (as per Sections 9 and 60 of the Income Tax Ordinance, 2001)
  • Tax Credit up to 30 % for individual and up to 20% for corporate in case of Donation (as per Section 61 of the Income Tax Ordinance, 2001) **
  • Choice of allocation of investments amount as per risk appetite of the donor

This product is suitable for investors who are seeking*:

  • Individual or organizations who intend to pay their Zakat and Donation conveniently
  • Investors whose money is lying idle in current account of banks earning no profit or invested in savings account earning very low investment income
  • Individuals who intend to create an endowment fund to support charity while retaining title of their funds
  • Individual or Organizations who have idle funds for long term targets can invest in this plan and chose to set aside a particular portion of profit earned through this product to Zakat/Donation in favor of The Indus Hospital

Risk and return potential: As per the allocation scheme

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

**In order to avail any tax benefit on the donations as per applicable income tax laws, please consult your tax advisor independently. Al Meezan Investment Management Limited doesn’t take any responsibility in this regard.

Meezan Asset Allocation Plan-II

Meezan Asset Allocation Plan-II (MAAP-II), is an investment plan based on the existing Meezan Financial Planning Fund of Fund (MFPF). Based on the Fund Manager’s outlook on asset classes, the allocation plan will actively allocate its portfolio between the Equity Schemes and Fixed Income/Money Market Schemes.

Investment Objective & Philosophy

The objective of MAAP-II is to earn a potentially high return through asset allocation between Shariah Compliant Equity Schemes and Shariah Compliant Income/Money Market Schemes.

Key Benefits

  • Meezan Asset Allocation Plan –II (MAAP-II) allows up to 100 % equity participation based on Fund managers outlook on the market
  • Ease of choosing one fund instead of multiple investments
  • Initial duration of 2 years from the close of subscription
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • To allocate funds to both risky and non-risky assets for an initial term of 2 years
  • An opportunity for long-term capital appreciation through broad mix of asset classes encompassing Shariah compliant equity, fixed income & money market instruments.

Risk and return potential Low- Medium

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

Meezan Asset Allocation Plan-III

Meezan Asset Allocation Plan-III (MAAP-III), is an investment plan based on the existing Meezan Financial Planning Fund of Fund (MFPF). Based on the Fund Manager’s outlook on asset classes, the allocation plan will actively allocate its portfolio between the Equity Schemes and Fixed Income/Money Market Schemes.

Investment Objective & Philosophy

The objective of MAAP-III is to earn a potentially high return through asset allocation between Shariah Compliant Equity Schemes and Shariah Compliant Income/Money Market Schemes.

Key Benefits

  • Meezan Asset Allocation Plan –III (MAAP-III) allows up to 100 % equity participation based on Fund managers outlook on the market
  • Ease of choosing one fund instead of multiple investments
  • Initial duration of 2 years from the close of subscription
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This product is suitable for investors who are seeking*:

  • To allocate funds to both risky and non-risky assets for an initial term of 2 years
  • An opportunity for long-term capital appreciation through broad mix of asset classes encompassing Shariah compliant equity, fixed income & money market instruments.

Risk and return potential Low- Medium

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

Meezan Asset Allocation Plan-IV

Meezan Asset Allocation Plan-IV (MAAP-IV) is an investment plan based on the existing Meezan Financial Planning Fund of Fund (MFPF). Based on the Fund Manager’s outlook on asset classes, the allocation plan will actively allocate its portfolio between the Equity Schemes and Fixed Income/Money Market Schemes.

Investment Objective & Philosophy

The objective of MAAP-IV is to earn a potentially high return through asset allocation between Shariah Compliant Equity Schemes and Shariah Compliant Income/Money Market Schemes.

Key Benefits

  • MAAP-IV allows up to 100 % equity participation based on Fund managers outlook on the market
  • Ease of choosing one fund instead of multiple investments
  • Initial duration of 2 years from the close of subscription
  • Managed by the only Shariah compliant Asset Management Company in Pakistan with a solid track record of over 27 years, and under the supervision of a reputable shariah advisor, Dr. Imran Ashraf Usmani.

This Product Is Suitable For Investors Who Are Seeking*:

  • To allocate funds to both risky and non-risky assets for an initial term of 2 years
  • An opportunity for long-term capital appreciation through broad mix of asset classes encompassing Shariah compliant equity, fixed income & money market instruments.

Risk and return potential Low- Medium

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

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