Lakson Tactical Fund

Investment Objective

The investment objective of the Lakson Tactical Fund (Formerly Lakson Asset Allocation Global Commodities Fund) is to provide long-term capital appreciation by investing in a mix of securities comprising debt, equity and commodities future contracts

Investor Profile

The fund is best suited for investors seeking higher stable  income with a medium term investment horizon.

Category – Asset Allocation

The LTF can invest up to 90% of the assets in domestic equity and debt markets or up to 30% in commodities. The Fund may also invest outside Pakistan up to 30% subject to a cap of USD 15 million.

Returns as of July 31st, 2022



Returns as of July 31st, 2022



Investment Committee

Rating  


3 Star

(JCR-VIS) has assessed the fund performance rankings of Lakson Tactical Fund for the one year period ended 02 April 2021



* Updated Daily ** Updated Weekly *** Updated Monthly

Performance Analysis: Monthly Returns***

Lakson Tactical Fund Dynamic 1
LTF vs. Benchmark***

Lakson Tactical Fund Dynamic 1


As on 28 Feb 2022



Performance Comparison
Asset Allocation (%)

Lakson Tactical Fund Dynamic 1
Asset Allocation Instruments (as % of  total assets)


Top 10 Equity Holdings








*This is applicable for the initial one year from the date of launching of the fund.

Disclaimer

All investments in Mutual Funds are subject to market risks. The NAV of units may go up or down based on the market conditions. Past performance is not necessarily indicative of future results. The investors are advised in their own interest to carefully read the Offering Document in particular the investment policies in Clause 2.2 and risk disclosures and warning statements in contained in Clause 2.11 and part 11 in the respective Offering Documents.