UBL Capital Protected Fund-III

UBL capital protected fund-III allows you to enjoy financial independent and care free life even after you stop working.

UBL Capital Protected Fund-III

Why invest in UBL Capital Protected Fund-III?

  • Flexible allocation schemes to match your needs

  • Avail attractive Tax benefits

  • Avail Free Takaful Coverage

  • Start investing with Rs. 500

UBL Capital Protected Fund – III (UCPF-III) offers a concrete capital protection by dividing your investments into two portions: the “Capital Protected Segment” and “the Growth Segment”.  The capital protected segmented is comprised of the major portion of your principal which is placed with a credible bank (minimum AA-rated), while growth segment offers potential capital gains through limited exposure to equities.

UBL Capital Protected Fund-III UCPF-(III) is ideal for investors who:

  • Want to save and invest money for a medium-term goal
  • Want to need comprehensive security of your principal

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UBL Capital Protected Fund-III

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

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Fund Information
Rs.10000Minimum investment
Rs.10000Minimum subsequent investment
Investment charges 1% (FEL) of Net Asset Value
Management fee (annual) 0.75% of Net Asset Value
Fund ratingN/A
Redemption (withdrawl) charges
1.00% 1st Year
0.75% 2nd Year
0.25% 3rd Year
Risk & Reward Potential


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    "Disclaimer: All investments in mutual fund are subject to market risks. The NAV of units may go down or up based on the market conditions. Investors are advised in their own interest to carefully read the contents of the o ering document, in particular the investment policies mentioned in clause 2.1.1, risk factors mentioned in clause 2.4, taxation polices mentioned in clause 7, and warnings in clause 9, before making any investment decision. Capital protection only applies to unit holders who hold their investments until the maturity date."

    Fund Documents

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