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Sample - PDF Fund Performance

Jubilee Life Insurance Company Limited provides the historical investment performance of three of its funds from 1996 to 2021. The Managed Growth Fund, launched in 1996, had average annual returns of 10.9%. The Capital Growth Fund, launched in 2004, had average annual returns of 12.5%. The Yaqeen Growth Fund, launched in 2009, had average annual returns of 9.3%. The document also includes a declaration from the sales representative that they have not misrepresented the funds' performance.

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TAUQEER-UL-HASSAN Rehman
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13 views

Sample - PDF Fund Performance

Jubilee Life Insurance Company Limited provides the historical investment performance of three of its funds from 1996 to 2021. The Managed Growth Fund, launched in 1996, had average annual returns of 10.9%. The Capital Growth Fund, launched in 2004, had average annual returns of 12.5%. The Yaqeen Growth Fund, launched in 2009, had average annual returns of 9.3%. The document also includes a declaration from the sales representative that they have not misrepresented the funds' performance.

Uploaded by

TAUQEER-UL-HASSAN Rehman
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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JUBILEE LIFE INSURANCE COMPANY LIMITED

Historical Investment Performance

Historical Performance:

The historical performances of Jubilee Life Insurance's Funds are as follows:

Fund Name : Managed Growth Fund Launch Date : 31/Dec/1996


Fund Category : Balanced Risk Profile : Medium

Year 2021 2020 2019 2018 2017


Yearly Returns 1.5% 7.4% 14.0% -2.0% -5.6%
Average Return since the inception (1996) of the fund*: 10.9%

Fund Name : Capital Growth Fund Launch Date : 28/Jul/2004


Fund Category : Equity Risk Profile : High

Year 2021 2020 2019 2018 2017


Yearly Returns -5.8% -6.3% 11.1% -11.3% -13.6%
Average Return since the inception (2004) of the fund*: 12.5%

Fund Name : Yaqeen Growth Fund Launch Date : 01/Jun/2009


Fund Category : Income Risk Profile : Low

Year 2021 2020 2019 2018 2017


Yearly Returns 5.6% 14.9% 13.8% 3.5% 1.1%
Average Return since the inception (2009) of the fund*: 9.3%

* Average Returns since inception are up to 31-Dec-2021.

Declaration of the Sales Representative:


I confirm that I have not made any verbal, written or electronic presentation which is in contraction to this fund's
historical investment performance presentation, I also confirm that I have not misled or deceived the prospective
client in any way.

Signature: ______________________________________ Date: ____________________________

Name of the Sale Representative: ____________________ Code No.: _________________________

Pages 1 of 1 pages HB_HIF_22-7692

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