UBL Active Principal Preservation Plan-II

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

UBL Active Principal Preservation Plan-II

Why invest in UBL Active principal preservation plan-II?

  • Preservation of your principal amount

  • Potential for High Equity Exposure

  • Duration of plan – 30 months*

  • Ideal for availing Tax Credit **

UBL Active Principal Preservation Plan-II (UAPPP-II) offers the ideal solution, of principal preservation along with competitive returns .The plan invests and disinvests primarily in UBL Dedicated Equity Fund (UDEF) to take exposure to Equities, and UBL Money Market Fund (UMMF), UBL Liquidity Plus Fund (ULPF) and/or UBL Government Securities Fund (UGSF) to take exposure to Fixed Income/Money Market Instruments.

UBL Active Principal Preservation Plan–II 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 goalThis investment scheme has duration of 30 months

Net Asset Value

Offer Price103.9423
Selling Price 103.9423
As on: 30-Nov-2020

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UBL Active Principal Preservation Plan-II

Need more information about the fund? Here’s what you need to know.

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Fund Information
Rs.5000Minimum investment
Rs.1000Minimum subsequent investment
Investment charges 3% of Net Asset Value
Management fee (annual) 1% 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


Risk of Prinicipal Erosion


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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 Offering Document of UFPF, in particular the investment policies mentioned in Clause 2.2.24, risk factors mentioned in Clause 2.8, Taxation policies mentioned in Clause 7 and warning in Clause 9, before making any investment decision.

Fund Documents

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

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