Meezan Funds Online
Financial Calculators

Balanced Funds

Meezan Balanced Fund

Investment Objective

Meezan Balanced Fund’s objective is to generate long term capital appreciation as well as current income by creating a balanced portfolio that is invested both in high quality Equity Securities and Islamic Income Instruments.

Investment Strategy

The Fund will invest in Shariah Compliant Equity securities and Fixed Income investments as per its stated investment objective.

Benefits at a Glance

  • Professional Management of your savings by experienced fund managers with a proven track record
  • Under the supervision of a reputable Shariah Advisor; Dr. Muhammad Imran Ashraf Usmani

Choose this Fund If You Are Seeking

  • Balanced investment strategy, both in equities and debt markets while avoiding the volatility of pure equity investments
  • Portfolio diversification through just one fund without having to invest in multiple funds
  • A balanced strategy to meet financial goals within short- medium term with medium risk

Fund Facts

Fund Type

Open End

Fund Category

Balanced

Launch Date

20th Dec, 2004

Fund Size

Rs 4.67 Bn

as on May 31st, 2026

Benchmark

60% of the benchmark for Shariah Compliant Equity CIS + 40% of benchmark for Shariah Compliant Income CIS.

Risk Profile

High

Asset Manager Rating

AM1​

by VIS & PACRA

Management Fee

Up to 3%

Actual Rate of Management Fee

2.41%

Front End Load

2%

Back End Load

Nil

Trustee

CDC

Central Depository Company

Listing

PSX

Pakistan Stock Exchange

Fund Manager

Asif Imtiaz

CFA

Initial / Subsequent Investment

Rs. 5,000 / Rs. 1,000

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Fund Performance

FY25 FY24 FY23 FY22 FY21 FY20 FY19 FY18 FY17 FY16 FY15
MBF 36.60% 43.38% 4.87% -3.61% 18.13% 8.14% -12.80% -9.00% 14.90% 12.10% 15.90%
Benchmark 28.40% 38.19% 4.55% -3.11% 19.45% 5.80% -12.10% -4.20% 12.00% 9.50% 12.60%