Lakson investments provide you with the opportunity to create an investment portfolio that meets you specific needs and help to grow your wealth. When you choose to invest in a Lakson Mutual Fund, you will be benefitting from their knowledge and expertise that makes you money work hard since they have created a quite intelligent investment portfolio to offer. There are 6 Lakson mutual funds to select, offering a wide range of flexibility and versatility to meet your requirements. Lakson Investments has a long history in mutual funds and from its establishment in 1954 right through to this very day it has gone from strength to strength.
So, let’s take a look at the Lakson Mutual funds available to you.
1- Lakson Money Market Fund
The Market Money Fund is designed to give you a stable and competitive return on your investment that works alongside money markets. This is a good choice for those of you who have a short-term investment plan . This fund has been performing very well in the recent months as it has followed the benchmark very closely, often out-performing the benchmark. There are fees that come with managing the funds and that is 10% and a regulators fee of 0.8%. There is no minimum holding period while there is an initial investment of PKR 1,000 required.
Additional Reading: A Review of HBL Mutual Funds
2- Lakson Income Fund
This is one of the Lakson mutual funds that offers good returns based on a diversified portfolio of mixed income securities. There are a mix of short-term , medium-term and long-term maturities available but that depends on an assessment that is carried out by the investment team. This is a fund that is aimed at those who are looking for medium-term investment with a consistent return. Over the past 12 months, the fund has out-performed the benchmark. In terms of fees, there is a management fee of 1.5% and a regulators fee of 0.20% with a minimum investment of PKR 1,000 required.
3- Lakson Equity Fund
This is designed to provide you with long-term capital appreciation with your investment being invested in equity and related listed securities. Your money will be invested in companies that are proven to perform well and so, it is best suited to those who are looking for a long-term investment. This has performed in a rather volatile way in recent months compared to that of other Lakson mutual funds but it still offers good returns on your investment. There is a management fee of 10% and a regulators fee of 0.26% while a minimum investment of PKR 5,000 is required.
4- Lakson Asset Allocation Developed Markets Fund
The Lakson Asset Allocation Developed Markets Fund is ideal for those of you who want to invest over a longer period. This fund will invest your money in a mixture of domestic debt and developed market securities. This is a great option should you want to invest in developed markets. When it comes to performance, over the past 12 months it has performed well as it has followed the benchmark for the duration. If you invest in this fund, you will have to pay a management fee of 15% and a regulators fee of 0.15% while you will be required to invest a minimum of PKR 1,000.
5- Lakson Islamic Tactical Fund
This fund is designed for those who want to invest in Shariah compliant avenues in order to receive long-term capital appreciation. This is one of the Lakson mutual funds that are ideal for you, should you choose to take advantage of emerging markets. During the last six months, performance has improved and risen, following the benchmark in the right direction. There is a management fee of 10% and a regulators fee of 0.12% with a minimum investment of PKR 1,000.
6- Lakson Tactical Fund
This fund invests in debt, equity and commodities future contracts with the aim to deliver long-term capital appreciation. This is the ideal investment for those who are seeking a higher, stable income over a medium term. Over the last 12 months, the fund has outperformed the benchmark, proving that it has the potential to continue to return on your investment. There is a management fee of 10% and a regulators fee of 0.18% while you will be required to invest a minimum of PKR 1,000.
Lakson has a number of mutual funds for you to consider. It is imperative that you find a fund that suits your budget and length of time that you would like to invest for. However, you must remember that all investments are made at your own risk. Mawazan.com – a leading financial services aggregator in Pakistan help you to choose the best mutual fund offered by leading asset management companies in Pakistan.
“Mawazna Karein Apne Liye, Apno key Liye“
