SEPARATELY MANAGED ACCOUNTS (SMA)

TAILOR MADE SOLUTIONS

BMA Funds Separately Managed Account platform is a market leader for providing cutting-edge infrastructure and experienced investment professionals to service leading blue chip investors in Pakistan and overseas. BMA Funds can offer tailored investment advisory services based on the following SMA mandates to optimize your risk adjusted returns.

Discretionary Advisory

BMA’s Investment Committee takes Investment Decision on behalf of the Client and has the responsibility of delivering investment performance.

Non-Discretionary
Advisory

Client invites BMA to be part of the Client Investment Committee which jointly take Investment Decisions and are responsible for investment performance.

Blended
Approach

A combination of any of the mandate types in proportion with regard to any particular asset class where the client can determine which particular model is better suited to meet their needs.

SMA Type by Investment Avenues

  • Conventional
  • Shariah

SMA Type by CATEGORIES

  • Equity
  • Fixed Income
  • Asset Allocation
  • Capital Protected
  • Long Short

INVESTMENT PHILOSOPHY

Construct portfolio that match our clients’risk and return profiles.

Maximize the probability of investment success by minimizing subjective & Judgmental errors.

Combine the skills of in – house portfolio managers with the best investment products available in the market today.

INVESTMENT APPROACH

We offer both a discretionary and non discretionary approach Ideally, we provide a combination of the two, whereby a non discretionary core is complemented by discretionary management for high conviction ideas.

DISCRETIONARY MANAGEMENT

BMA  is responsible for Decisions based on set parameters

  • Core in-house portfolio management across classes combined to the best of 3rd party specialist funds and strategies
  • Best execution
  • Full and transparent reporting
  • Risk Management

NON DISCRETIONARY MANAGEMENT

Client  and BMA adopt a joint decision making approach based on agreed parameters

  • Equity and Fixed Income
  • Concentrated equity strategies
  • Access to BMA Funds and 3rd Party Research
  • Best Execution
  • Risk Management
  • Access to unique, high conviction ideas

FIXED INCOME COMPARISON

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BMA Funds Performance Vs Other Asset Managers
From JANUARY 1, 2016 - DECEMBER 31, 2016

EQUITY FUND COMPARISON

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BMA Funds Performance Vs Other Asset Managers
From JANUARY 1, 2016 - DECEMBER 31, 2016

FUND MANAGERS

Disclosure: The scheme has maintained provisions against Workers’ Welfare Fund (WWF) liability to the tune of Rs. 142,576  as of Jun 30 , 2015 . Had the provision not been made, the NAV per unit/percentage return of the Fund would be higher by Rs. 0.002/0.02%. Details are specified at note 8.1 to the latest period ended report of Jun 2016. Performance data does not include the cost incurred directly by an investor in the form of sales load etc. Effective from July 1, 2015 no provision is being made as mutual funds have been excluded from levy of WWF vide Finance Act 2015.

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