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Atlas Islamic Capital Preservation Plan is a Shariah Compliant Allocation Plan under the Atlas Islamic Fund of Funds and primarily aims to earn a potentially high return while aiming to provide Capital Preservation upon maturity of the Allocation Plan.

Atlas Islamic Capital Preservation Plan is a Shariah Compliant Allocation Plan under the Atlas Islamic Fund of Funds and primarily aims to earn a potentially high return through dynamic asset allocation between Shariah Compliant Equities, Shariah Compliant Income based Collective Investment Schemes and Shariah Compliant saving Accounts & Term Deposits, while aiming to provide capital preservation upon maturity of the allocation plan.

Indicative Minimum percentage allocation invested in Collective Investment Scheme(s)

Name of Allocation Plan

Cash & Near Cash*

Atlas Islamic Dedicated Stock Fund

Atlas Islamic Income Fund

Atlas Islamic Capital Preservation Plan

Up to 100% with Min AA- Rating**

Up to 50%

Up to 100%

* Cash at Bank accounts of Islamic Banks and licensed Islamic Banking windows of conventional Banks (excluding TDRs) and GOP Ijara Sukuk not exceeding 90 days remaining maturity.

** Cash at Bank accounts of Islamic Banks and licensed Islamic Banking windows of conventional Banks and Term Deposit (TDRs) Islamic Banks and licensed Islamic Banking windows of conventional Banks.

Fund Launch Date : January 7, 2019
Type : Open ended Shariah Compliant Fund of Funds- Capital Preservation Plan
Dealing Days : Monday to Friday
Pricing Mechanism : Forward Pricing
Management Fee : No fee if invested in own funds and 1% on cash
Front End Load : Up to 2% (Amount less than or equal to Rs.25 Million). However, in case where transaction are done online or through a website, the maximum front-end load will be up to 1.5%.
Back End Load : Back-end Load shall be charged to the CPPI base plan. 2.5% back-end Load shall be charged in case redemption from the fund is made before the stated maturity/duration of the CPPI Plan(s).
Duration : The duration of – (AICPP) shall be thirty month (2.5 years). The CPPI plan shall be open for limited subscription period only.
Risk Profile : Medium
Rebalancing Frequency : Quarterly (exceptions may apply in compliance with Offering Document)
Trustee : Central Depository Company of Pakistan Limited (CDC)
Registrar : ITMinds Limited
Financial Year Ending : June 30
Minimum Investment : Rs.5,000/-
Shariah Advisor : Dr. Mufti Muhammad Wasie
Benchmark : Weighted average return of KMI-30 Index, and Six months average deposit rates of three (3)- A rated Islamic Banks or Islamic windows of conventional banks as selected by MUFAP.

  • Capital preservation through CPPI investment strategy
  • Ideal for investors with low risk appetite
  • Maximum 50% exposure to equities
  • Shariah Compliant investment and halal profit.
  • Initial duration of 2.5 years from the close of subscription.
  • Professional Fund Management Expertise
  • Required minimum investment as low as Rs. 5,000
  • Exemption from Zakat (on submission of Affidavit)

Disclaimer: All investments in mutual fund are subject to market risks. The investors are advised in their own interest to carefully read the contents of Offering Documents in particular of the Investment Policies mentioned in clause 2, Risk Factors mentioned in clause 2.13 and Warnings in clause 9 before making any investment decision.