Periodic performance of the pension funds relating to the last five financial years released by SECP is tabulated as follows:
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Islamic Pension Funds
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Annual return %
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Equity sub-funds Date of July-2016
launch FY-2012 FY-2013 FY-2014 FY-2015 FY-2016 to Dec 2016
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MeezanTahaffuz Pension Fund 28-Jun-07 16.80% 54.90% 32.40% 26.60% 18.10% 24.40%
JS Islamic Pension Savings Fund 16-Jun-08 18.29% 55.71% 49.02% 32.03% 4.13% 32.93%
Al-Ameen Islamic Retirement 19-May-10 14.17% 55.55% 41.13% 45.54% 19.05% 26.94%
Atlas Pension Islamic Fund 6-Nov-07 30.05% 49.02% 24.88% 24.32% 4.99% 28.43%
Pakistan Islamic Pension Fund 15-Nov-07 24.70% 41.80% 42.10% 39.53% 14.84% 31.19%
HBL Islamic Pension Fund 16-Dec-11 19.93% 50.30% 44.41% 25.92% 5.56% 28.61%
NAFA Islamic Pension Fund 2-Jul-13 N/A N/A 36.30% 51.50% 16.90% 31.60%
ABL Islamic Pension Fund 20-Aug-14 N/A N/A N/A 30.84% 11.31% 30.18%
NIT Islamic Pension Fund 19-Jun-15 N/A N/A N/A 0.04% 6.67% 21.58%
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Debt sub-funds
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MeezanTahaffuz Pension Fund 28-Jun-07 9.50% 8.30% 7.70% 6.40% 4.50% 5.90%
JS Islamic Pension Savings Fund 16-Jun-08 10.01% 7.86% 6.76% 3.90% 3.91% 6.36%
Al-Ameen Islamic
Retirement Savings Fund 19-May-10 9.79% 8.13% 7.48% 5.49% 3.39% 5.04%
Atlas Pension Islamic Fund 6-Nov-07 6.98% 7.79% 8.04% 5.53% 4.23% 6.53%
Pakistan Islamic Pension Fund 15-Nov-07 8.40% 6.80% 8.22% 4.76% 4.04% 5.69%
HBL Islamic Pension Fund 16-Dec-11 6.95% 8.67% 7.04% 4.97% 3.23% 6.45%
NAFA Islamic Pension Fund 2-Jul-13 N/A N/A 8.20% 5.60% 3.80% 4.70%
ABL Islamic Pension Fund 20-Aug-14 N/A N/A N/A 6.56% 3.52% 6.36%
NIT Islamic Pension Fund 19-Jun-15 N/A N/A N/A 3.55% 3.06% 5.74%
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Money market sub-funds
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MeezanTahaffuz Pension Fund 28-Jun-07 10.90% 7.80% 6.90% 6.90% 4.00% 4.70%
JS Islamic Pension Savings Fund 16-Jun-08 9.66% 6.56% 6.64% 5.32% 2.41% 3.69%
Al-Ameen Islamic
Retirement Savings Fund 19-May-10 8.87% 7.79% 6.56% 5.69% 3.13% 4.51%
Atlas Pension Islamic Fund 6-Nov-07 9.61% 7.12% 7.67% 5.97% 4.21% 5.20%
Pakistan Islamic Pension Fund 15-Nov-07 8.30% 7.70% 6.86% 4.80% 2.36% 4.23%
HBL Islamic Pension Fund 16-Dec-11 7.91% 7.70% 6.08% 5.28% 2.82% 4.87%
NAFA Islamic Pension Fund 2-Jul-13 N/A N/A 7.50% 6.20% 3.90% 4.40%
ABL Islamic Pension Fund 20-Aug-14 N/A N/A N/A 6.31% 2.24% 3.94%
NIT Islamic Pension Fund 19-Jun-15 N/A N/A N/A 3.58% 2.79% 3.47%
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Commodity sub-fund
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MeezanTahaffuz Pension Fund 4-Aug-16 N/A N/A N/A N/A N/A -11.90%
Equity sub-funds
JS Pension Savings Fund 26-Jun-07 17.09% 78.21% 61.51% 22.91% 3.35% 32.96%
UBL Retirement Savings Fund 19-May-10 11.53% 66.42% 39.90% 47.71% 20.33% 24.69%
Atlas Pension Fund 28-Jun-07 16.72% 52.48% 35.30% 21.13% 4.50% 31.52%
MCBAH Pakistan Pension Fund 29-Jun-07 15.10% 55.70% 49.60% 37.95% 10.77% 34.57%
HBL Pension Fund 16-Dec-11 22.44% 45.41% 25.57% 31.58% 8.96% 26.00%
NAFA Pension Fund 2-Jul-13 N/A N/A 39.00% 49.60% 14.80% 34.40%
ABL Pension Fund 20-Aug-14 N/A N/A N/A 28.79% 10.56% 32.33%
NIT Pension Fund 19-Jun-15 N/A N/A N/A 0.19% 1.22% 19.34%
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Debt sub-funds
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JS Pension Savings Fund 26-Jun-07 11.12% 11.42% 4.36% 10.75% 5.29% 3.78%
UBL Retirement Savings Fund 19-May-10 10.84% 9.90% 7.80% 19.42% 12.29% 2.48%
Atlas Pension Fund 28-Jun-07 10.16% 8.47% 7.83% 13.03% 4.93% 4.79%
MCBAH Pakistan Pension Fund 29-Jun-07 10.90% 10.10% 7.16% 16.85% 7.35% 3.33%
HBL Pension Fund 16-Dec-11 8.05% 8.91% 7.44% 11.01% 8.04% 3.59%
NAFA Pension Fund 2-Jul-13 N/A N/A 8.20% 17.30% 5.50% 4.20%
ABL Pension Fund 20-Aug-14 N/A N/A N/A 20.92% 12.14% 3.71%
NIT Pension Fund 19-Jun-15 N/A N/A N/A 6.64% 3.90% 4.14%
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Money market sub-funds
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JS Pension Savings Fund 26-Jun-07 10.69% 11.34% 6.91% 6.69% 4.10% 4.75%
UBL Retirement Savings Fund 19-May-10 10.32% 8.52% 7.19% 7.27% 4.60% 4.49%
Atlas Pension Fund 28-Jun-07 10.35% 8.15% 7.59% 7.93% 5.74% 5.13%
MCBAH Pakistan Pension Fund 29-Jun-07 10.30% 8.20% 7.15% 7.17% 4.40% 3.97%
HBL Pension Fund 16-Dec-11 8.36% 7.92% 7.13% 6.88% 4.15% 4.42%
NAFA Pension Fund 2-Jul-13 N/A N/A 7.60% 7.80% 4.90% 4.50%
ABL Pension Fund 20-Aug-14 N/A N/A N/A 6.14% 4.15% 3.87%
NIT Pension Fund 19-Jun-15 N/A N/A N/A 6.64% 3.87% 3.68%
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Commodity sub-funds
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Atlas Pension Fund 16-Jun-13 N/A N/A 5.98% -4.60% 12.92% -9.46%
UBL Retirement Savings Fund 1-Apr-14 N/A N/A 3.33% -2.83% 13.77% -10.56%
NIT Pension Fund 19-Jun-15 N/A N/A N/A 0.20% 10.05% -8.22%
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Copyright Business Recorder, 2017
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