Wealth Management Unit

Introduction

Soneri Bank is constantly innovating its products suite to best match the personal and business needs of its customers. To ensure all banking needs are met, we offer a variety of investments products to facilitate our customers. The role of the Wealth Management is to provide tailored investments solutions and help the client to develop, implement and monitor an entire investment portfolio which will enable the client to manage present and future financial needs.

Our product menu comprises of a range of Mutual Funds, Voluntary Pension Schemes and Separately Managed Accounts, available in Conventional as well as Shariah Compliant variants.

Benefits

  • Tax Credit
  • Diversification
  • Liquidity
  • Transparent and Highly Regulated
  • Small Investment Size
  • Professional Management

Types of Funds Offered

Equity Scheme An equity scheme or equity fund is a fund that invests in Equities more commonly known as stocks. The objective of an equity fund is long-term growth through capital appreciation, although dividends and capital gain realized are also sources of revenue.
Balanced Scheme These funds provide investors with a single mutual fund that invests in both stocks and debt instruments and with this diversification aimed at providing investors a balance of growth through investment in stocks and of income from investments in debt instruments.
Asset Allocation Scheme These funds may invest its assets in any type of securities at any time in order to diversify its assets across multiple types of securities & investment styles available in the market.
Fund of Funds Scheme Funds of Funds are those funds, which invest in other mutual funds. These funds operate a diverse portfolio of equity, balanced, fixed income and money market funds (both open and closed ended)..
Shariah Compliant (Islamic) Scheme Islamic funds are those funds which invest in Shariah Compliant securities i.e. Shares, Sukuk, Ijara Sukuks etc. as may be approved by the Shariah Advisor of such funds. These funds can be offered under the same categories as those of conventional funds.
Money Market Funds Money Market Funds are among the safest and most stable of all the different types of mutual funds. These funds invest in short term debt instruments such as Treasury bills and bank deposits.
Income Scheme These funds focus on providing investors with a steady stream of fixed income. They invest in short term and long term debt instruments like TFCs, government securities like T-bills/ PIBs, or preference shares.

Product Menu

In partnership with reliable Asset Management Company, we offer you range of Investments products.

Mutual Funds Voluntary Pension Schemes (VPS)
MCB Cash Management Optimizer Pakistan Pension Fund
Pakistan Cash Management Fund Alhamra Islamic Pension Fund
Pakistan Income Fund
MCB Pakistan Sovereign Fund
MCB DCF Income Fund
Pakistan Income Enhancement Fund
MCB Pakistan Asset Allocation Fund
MCB Pakistan Frequent Payout Fund
Pakistan Capital Market Fund
MCB Pakistan Stock Market Fund
Alhamra Islamic Income Fund
Alhamra Islamic Income Fund
Alhamra Islamic Asset Allocation Fund
Alhamra Islamic Stock Fund

Query

Contact Person City Contact Details
Waleed Minhaj Karachi 0345-2785148
Umair Tariq Lahore 0320-4410094
Azhar Shazhad RWP / ISB 0314-5340265

Email: wealth.management@soneribank.com

Disclaimer: The returns of mutual funds are not guaranteed, mutual funds returns are subject to market risk and the price of units may go up and down based on market conditions, past performance should not be taken as guarantee of future performance. as disclosed in the offering document available on AMC’s website www.mcbah.com. MCB Arif Habib Investments Limited is the fund manager and Soneri Bank Limited is only the Distributor of these funds in Pakistan.