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CPPI (Constant Proportion Portfolio Insurance) Methodology

CPPI or “Constant Proportion Portfolio Insurance” is an internationally recognized methodology with a highly versatile and flexible framework that allocates the Portfolio Investments between equity and debt instruments in a way that the exposure to equity is increased as equity market rises and reduces exposure to equity as equity market declines. The strategy entails active asset allocation between a risky asset class (Equities) and a risk-free asset class (Fixed Income instruments).

Following are the key features and benefits of investing in CPPI strategy:

  • Diversified portfolio of investments managed by experienced professionals
  • Exposure to equity markets with active allocation strategy.
  • All investment decisions are backed by rigorous in-depth research .
  • Minimum investment of PKR 3.25 MN

Disclaimer: All mutual funds’ investments are subject to market risk.