اردو

Investment Advisory
Separately Managed Accounts (SMAs)

Join the growing trend of investors who allow us to design and manage their bespoke investment portfolios.

Our investment advisory department offers premier service with tailor made conventional and shariah-compliant investment solutions for both corporate and high net-worth individuals. The team comprises of well experienced portfolio managers who work with our in-house dedicated research team and core investment committee to ensure that client objectives are made.
SMAs is ideal for investors who want:

To develop a customised portfolio according to risk profile and investment objectives.

To develop an appropriate asset allocation mix that would work towards the achievement of all the investment objectives.

To be managed on an individual basis and never be pooled with other clients’ money.

To monitor their investment portfolio on REGULAR basis to ensure that it continues to meet its desired objective.

Your Portfolio : Our Expertise

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Disclaimer:

All investment in mutual fund/plan(s)/Voluntary pension scheme is subject to market risk. Past performance is not necessarily indicative for future results. Please read the consolidated offering document to understand the investment policies and risk involved. 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.