UBL Active Principal Preservation Plan-I

UBL Active Principal Preservation Plan – I (UAPPP-I) is designed to help you get potentially higher returns.

UBL Active Principal Preservation Plan-I

Why invest in UBL Active Principal Preservation Plan-I?

  • Preservation of your principal amount

  • Potential for High Equity Exposure

  • Duration of plan – 30 months*

  • Ideal for availing Tax Credit **

However, investing in the stock market has its risks. UBL Active Principal Preservation Plan-I (UAPPP-I) offers the ideal

UBL Active Principal Preservation Plan–I is ideal for investors who:

  • are looking for preservation of your investment amount
  • want high return on investments by having maximum exposure to equities and principal preservation
  • want to save and invest money for a medium-term goal

Net Asset Value

Offer Price108.4432
Selling Price 106.2743
As on: 20-Nov-2019

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UBL Active Principal Preservation Plan-I

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Fund Information
Rs.5000Minimum investment
Rs.1000Minimum subsequent investment
Investment charges 3% of Net Asset Value
Management fee (annual) Upto 1% p.a of Net Asset Value
Fund ratingN/A
Redemption (withdrawl) charges
4.00% 1st Year
2.00% 2nd Year
0.00% 3rd Year
Risk & Reward Potential

Medium

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Disclaimer: All investments in mutual funds are subject to market risks. The NAV of units may go up or down based on market conditions. Past Performance is not necessarily indicative of future results. Investors are advised in their own interest to carefully read the contents of the 1st Supplemental to the Offering Document of UFPF, in particular the investment policies mentioned in Clause 2.2.22, and risk factors additionally mentioned therein, along with Offering Document of UFPF, in particular the risk factors mentioned in Clause 2.8, taxation policies mentioned in Clause 7 and Warning & Disclaimer in Clause 9, before making any investment decision. Capital preservation only applies to unit holders who hold their investments till twenty four months and beyond till maturity of the plan from the date of investments.*A Principal Preservation Plan under UBL Financial Planning Fund. The Plan will be dynamically allocated between the Equity Component (up to 50%), Sovereign Income Component and Money Market Component by using the Constant Proportion Portfolio Insurance (CPPI) Methodology.

Fund Documents

Download the latest fund related document for UBL Active Principal Preservation Plan-I

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