Industry: Asset Management
Location: Karachi
Products/Services: Mutual Funds, Investment Solutions
Introduction:
UBL Fund Managers is one of Pakistan’s leading asset management companies, established in 2001 as a wholly owned subsidiary of United Bank Limited (UBL). The company provides a wide range of investment solutions, including mutual funds, pension funds, and other investment options for individual and institutional investors. With a strong reputation for innovation and performance, UBL Fund Managers has garnered multiple awards for its services and remains a key player in the asset management industry in Pakistan.
Product Range:
UBL Fund Managers offers a diverse range of investment solutions tailored to meet the needs of various investors:
- Mutual Funds:
- Equity Funds: Investment in stock markets, focusing on long-term capital growth.
- Income Funds: Designed for investors seeking regular income with lower risk, through bonds, Sukuks, and other fixed-income securities.
- Money Market Funds: Short-term investments in low-risk, high-liquidity instruments such as Treasury Bills and cash deposits.
- Asset Allocation Funds: Combining equity and fixed-income investments, offering a balanced approach for medium-risk investors.
- Shariah-Compliant Funds: Investment options based on Islamic principles, including equity and fixed-income products compliant with Shariah law.
- Pension Funds:
- UBL Retirement Savings Fund: Offering long-term retirement planning with tax benefits, this fund allows investors to build a retirement portfolio that can be customized according to risk preferences.
- UBL Islamic Retirement Savings Fund: A Shariah-compliant option for retirement savings, ensuring investments align with Islamic finance principles.
- Investment Plans:
- Systematic Investment Plans (SIPs): A disciplined approach to investing, allowing investors to make regular contributions to selected funds.
- Children’s Education Plans: Savings plans designed to help parents invest for their children’s future education needs.
- Capital Preservation Plans: Designed for investors seeking to preserve capital while achieving a reasonable return over time.
- Institutional Solutions:
- Treasury and Liquidity Management: Custom investment solutions for corporate entities, helping manage surplus cash and optimize returns.
- Specialized Mandates: Tailored investment portfolios for institutional clients, including pension funds, provident funds, and charitable organizations.
Mission and Values:
UBL Fund Managers is dedicated to providing investors with innovative, high-quality investment products while promoting financial literacy and long-term wealth creation.
- Mission: “To empower individuals and institutions to achieve their financial goals through high-quality and innovative investment products.”
- Core Values:
- Integrity: Commitment to transparency, accountability, and ethical practices in all aspects of the business.
- Innovation: Continuously improving and introducing new investment products and services to meet evolving investor needs.
- Customer Focus: Placing the needs of customers at the forefront, ensuring personalized service and guidance.
- Sustainability: Promoting long-term investment strategies that create value for investors and contribute to sustainable economic growth.
Innovative Recipes:
UBL Fund Managers’ “innovative recipes” reflect its commitment to providing cutting-edge solutions for investors:
- Technological Advancements: The company invests in technology to offer digital platforms that simplify investing and provide seamless customer experiences, including online account management and mobile app access.
- Research and Development: UBL Fund Managers regularly conducts market analysis and economic research to offer investors well-informed investment strategies.
- Financial Literacy: Conducting seminars, webinars, and other educational initiatives to help investors understand financial markets and make informed decisions.
Online Shopping:
UBL Fund Managers offers a robust digital platform for its clients to manage their investments:
- Online Investment Portal: Investors can manage their portfolios, make new investments, and track performance online.
- Mobile App: A user-friendly app allows investors to view account balances, initiate transactions, and access market updates on the go.
- Website: Investors can explore fund details, performance reports, and educational resources.
- Website: www.ublfunds.com.pk
Connect with Us:
UBL Fund Managers provides several channels for investors and stakeholders to connect:
- Customer Support: The company offers dedicated customer support through a helpline, email, and online chat for inquiries and assistance.
- Social Media: UBL Fund Managers actively engages with investors on platforms such as Facebook, Twitter, and LinkedIn, sharing updates on funds, market trends, and financial tips.
- Corporate Office: The headquarters of UBL Fund Managers is located at:
- UBL Fund Managers Limited, 8th Floor, Executive Tower, Dolmen City, Clifton, Karachi, Pakistan.
