When You Deserve the Best, Why Opt For the Ordinary?
NBP Funds offers its High Net Worth (HNWI), Corporate clients, Employee Funds, Charitable Institutions, Endowment funds etc. customized & unique investment solutions through its Separately Managed Accounts (SMAs) to help them meet their financial goals.
Our professional Portfolio Managers dedicate their experience and expertise to exclusively design a tailored made investment solution specific to your return objective and risk profile.
SMAs provide a perfect opportunity for investors whose investment objectives require a specific investment style. The dedicated Portfolio Manager helps you build a personalized and flexible investment strategy to meet your investment requirements.
Why Invest in NBP Funds Separately Managed Accounts (SMAs)
- Our Investment Advisors helps you in building an investment strategy based on your risk profile, return expectations and existing investment holding
- The Investment Advisory team actively manages the fund on the client’s behalf in line with the agreed investment policy statement (IPS).
- Flexibility to alter the investment policy with the change in investors risk and return objective
- Quarterly performance review with regular reporting on details of your investment, valuations and fund manager reporting.
- All assets are transferred and maintained with an independent custodian – (generally CDC) which ensures transparency.
- Investment can be withdrawn or liquidated at any point without any penalty
Types of Portfolios
- Equity Portfolio
- Asset Allocation Portfolio
- Capital Protected Strategy (CPS) Portfolio
- Fixed Income Portfolio
- Hybrid Portfolios – a combination of the above
These portfolios can be managed in both Conventional and Shari’ah Compliant strategies.