Faysal Balanced Growth Fund
Faysal Balanced Growth Fund (FBGF) is an open-ended mutual fund. The units of FBGF are listed on the Pakistan Stock Exchange and were initially offered to the public on April 19, 2004. FBGF seeks to provide long-term capital appreciation with a conservative risk profile and a medium to long-term investment horizon. FBGF’s investment philosophy is to provide stable returns by investing in a portfolio balanced between equities and fixed income instruments.
Brief Terms of FBGF are presented below
|Fund Type||Open Ended|
|Managed By||Faysal Asset Management Limited (FAML)|
|Inception Date||April 19, 2004|
|Trustee||Central Depository Company of Pakistan (CDC)|
|Listing||Pakistan Stock Exchange|
|Governing Body||Securities & Exchange Commission of Pakistan|
|Rating||3 Star (1 Year Ranking)|
2 Star (3 Year Ranking)
1 Star (5 Year Ranking)
by PACRA updated on January 07, 2016
|Front end Load||Up to 3% of NAV|
|Auditor||EY Ford Rhodes|
Experienced professionals with the necessary expertise to manage your money on your behalf.
You can start investing with as little as Rs. 5,000/-
FBGF is an open-end fund, which means that you may invest and withdraw your investment at your convenience
Your funds are invested in a broad range of sectors and securities, diversifying the portfolio and therefore reducing risk.
Avail Tax Credit benefits as per section 62 income tax ordinance 2001
|Year||Dividend Payout||Fund's Annual Yield||Benchmark's Annual Yield|
Investment Objective & Strategy
Net assets ranging between 30% and 70% shall remain invested in listed equity securites, primarily in liquid shares. Rest of the net assets of the fund value will be invested in Fixed Income Securities including money market instruments.
|Mr. Razi Ur Rahman Khan||CEO|
|Mr. Ayub Khuhro||CIO|
|Mr. Saif Hassan||Fund Manager (Equity)|
|Ms. Sania Awan||Acting Head of Research|
|Mr. Syed Shahid Iqbal||SR. Fund Specialist - Fixed Income|