Unit Trust of Pakistan (UTP)

Investment Objective

The Fund aims, by prudent investment management, to preserve and grow investors’ capital in the long-term while providing a regular stream of current income on an annual basis.

What is UTP?

UTP is an open-end Balanced Fund which aims to provide income and capital growth by investing in a diversified portfolio of quality Equities and fixed income instruments. The Equities portfolio generates attractive stock-market linked returns over medium/long-term, while the Fixed income portfolio reduces risk of the overall Fund.

Why should you invest in UTP?

If you are looking for attractive returns linked to the stock-market, but also wish to reduce the risk associated with pure Equity Funds, then UTP is an ideal option for them. You can enter or exit the Fund at your convenience – however, an investment horizon of 2-3 years is recommended.

Term Sheet Unit Trust of Pakistan (UTP)
Launch Date 27 October, 1997
Fund Type Open end Balanced Fund
Currency PKR
Minimum Investment 1 Unit
Fund Manager Mr. Zahid Ullah Khan
Asset Manager Rating AM 2 by JCR- VIS
Pricing Mechanism Forward
Front End Load 3%
Management Fee 2% of Average Annual Net Assets
Risk Profile Medium
Listing Pakistan Stock Exchange
Trustee Central Depository Company of Pakistan Limited
Auditor Deloitte Yousuf Adil
Benchmark KSE 30 index and six (6) month KIBOR

5 years performance

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