ABL Asset Management Company Limited

ABL Special Saving Plan-IV

ABL Special Saving Plan-IV



Overview

ABL Special Savings Plan-IV (ABL SSP-IV) launched under “ABL Special Saving Fund”, is a limited time investment option with an objective to boost your income stream by regular profit payouts, while providing peace of mind. It will benefit from current scenario of high yield on medium to long term Fixed Income securities for generating competitive returns while maintaining minimal risk level.

Investment Objective

The investment objective of the plan is to generate long term growth on savings and provide a lump sum amount to investors at the time of redemption. Periodic payments will help the investor to average out the planned assets and instill a disciplined approach to investing. ABL Special Savings Plan-IV will help investors in building up their savings for meeting future financial goals as given below:

Key Features & Benefits

  • An opportunity that aims to offer attractive returns and maximum capital preservation at the end of initial maturity.
  • Up to 100% investment in ‘AAA’ rated Government Securities.
  • Regular profit payout on monthly basis.
  • Actively managed by seasoned and professional fund managers.
  • Investment amount starts from as low as 5,000.

Product Suitability

  • Ideal for investors who wish to avoid stock market volatility.
  • Earns competitive returns with minimal risk level.
  • An investment plan offering principal preservation and regular profit payouts to serve the liquidity requirements.

Scheme Features

Scheme Name ABL Special Savings Plan-IV
Categorization Allocation plan under the Capital Protected Scheme
Objective of the scheme The plan aims to earn competitive regular return with capital preservation for unit holders who held their investment till maturity of Twenty Four (24) months from commencement of Life of Plan.
Benchmark Average of 1 months PKRV rates.
Minimum Investment Amount Rs.5,000
Entry load Up to 1%
Exit load 1% during 1st year, 0.5% during 2nd year
Management Fee 0.5% of total AUMs per annum

Fund Performance Highlight

FY 22 FY 21 FY 20
ABL Special Savings Fund – IV Returns 7.61% 4.94% 11.08%
Benchmark 10.24% 7.12% 6.57%