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

BMA Funds Performance Vs. Other Asset Managers
365 Days Return as of 28th February, 2017

EQUITY FUND COMPARISON

BMA Funds Performance Vs. Other Asset Managers
365 Days Return as of 28th February, 2017

FUND MANAGERS

Have questions? Contact our support for help.