UBL Active Principal Preservation Plan-III

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

UBL Active Principal Preservation Plan-III

Why invest in UBL Active principal preservation plan-III?

  • 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-III (UAPPP-III) 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–III is ideal for investors who:

  • want to earn a competitive stable return on your investment
  • want regular profit payouts
  • want Capital Protection
  • want to invest with professional fund managers

Net Asset Value

Offer Price102.9735
Selling Price 102.9735
As on: 22-Oct-2020

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UBL Active Principal Preservation Plan-III

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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 2.2.26, 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-III

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