UBL Special Savings Plan - IX

Aims to earn competitive regular return with capital preservation

Why invest in UBL SPECIAL SAVINGS PLAN-IX?

  • Profit Payout every 6 months

  • Tax Rebate on your investment

  • Competitive Regular returns

  • Avail Tax Credit

The “UBL Special Savings Plan-IX (USSP-IX)” is an Allocation Plan under “UBL Special Savings Fund-II”. The objective is to earn competitive regular return with capital preservation for unit holders who held their investment within Plan for twelve (12) months & beyond from (Commencement of Life of Plan).

UBL SPECIAL SAVINGS PLAN-IX (USSP-IX) 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

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UBL Special Savings Plan – IX

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Fund Information
Rs.5000Minimum investment
Rs.1000Minimum subsequent investment
Investment charges 1.5% (Front End Load) of Net Asset Value
Management fee (annual) Upto 0.5% p.a of Net Asset Value
Fund ratingN/A
Redemption (withdrawl) charges
0.10% 1st Year
0.10% 2nd Year
0.05 3rd Year
Risk & Reward Potential

Low

Risk of Prinicipal Erosion

LOW

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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 Consolidated Offering Document of USSP-IX, in particular the investment policies mentioned in Clause 2.2.13, risk factors mentioned in Clause 2.8, Taxation policies mentioned in Clause 8 and warning & disclaimer in Clause 10, before making any investment decision. Capital Preservation is for units held till twelve (12) months & beyond from commencement of Life of Plan. Use of name and logo of UBL Bank Ltd as given above does not mean that it is responsible for the liabilities/obligations of UBL Fund Managers or any investment scheme managed by it.

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