ABL Stock Fund

ABL Stock Fund

Introduction

ABL Stock Fund invests primarily in securities listed at KSE-100 Index. This scheme offers you an opportunity to maximize the growth potential of your savings over the long-term by investing your money in the stock market with the help of our investment professionals.

Investment Objective

The Fund aims to provide capital appreciation to investors through higher, long-term risk-adjusted returns by investing in a diversified portfolio of equity instruments offering capital gains and dividends.

Investment Performance

If you invested Rs. 100,000 in ABL Stock Fund at the time of launch in June 2009, the value of your investment has increased by 699.11% to reach Rs. 799,110 as on as of October 31st 2023.

Key Features

  • Strong long-term performance track record both in absolute terms and relative to its benchmark with cumulative return since inception (June 27, 2009 till of October 31st 2023) is 699.11% as against the benchmark return of 289.52% for the corresponding period.

  • Average annualized return since inception (June 27, 2009 till October 31st 2023) is 15.58% in PKR terms.

Product Suitability

  • Looking to create wealth in the long term and who are able to withstand short-term market fluctuations in pursuit of maximum returns.
  • Wish to beat inflation & preserve the value of their money over time.
  • High risk and return potential High

*Investors are encouraged to consult their Investment advisor prior to investing in the product.

Risk Metrics:

  • low

  • Moderate

  • Medium

  • High

Scheme Features

 
Scheme Name ABL Stock Fund
Scheme type Open-End Equity Scheme
Date of Inception June 27, 2009
Fund Size

PKR 2,297 Mn. as at October 31st 2023

Objective of the scheme To provide higher risk adjusted returns over the long term by investing in a diversified portfolio of equity instruments offering capital gain and dividends.
Benchmark KSE-100 Index
Minimum Investment Amount

Initial Rs.5,000/- (subsequent investment 1,000/-)

Lock-In Period None
Management Fee 2% p.a
Entry Load 2%
Exit Load None
Systematic Investment Plan Facility Yes
 
 

Fund Performance Highlight

 
  FY 23 FY 22 FY 21 FY 20 FY 19 FY 18 FY 17 FY 16 FY 15
ABL Stock Fund Returns (2.39%) (18.26%) 39.26% (1.44%) (16.54%) (16.84%) 33.21% 9.91% 27.11%
Benchmark Returns (0.21%) (12.28%) 37.58% 1.53% (19.11%) (10.00%) 22.40% 0.37% 5.67%
*ABL SF’s Benchmark is KSE-100 Index from Sep 01, 2016, prior to which KSE -30 Index was the benchmark index

Related Funds

 
 
ABL Income Fund

ABL Income Fund purposes to provide a supplement to your current income

Learn More

 
ABL AMC FINANCIAL PLANNER

ABL AMC Financial Planner is an administrative plan based on existing ABL Income Fund and ABL Stock Fund.

Learn More

 
ABL Cash Fund

ABL Cash Fund aims to provide you stable returns and maximum capital preservation

Learn More