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    TAUQEER-UL-HASSAN Rehman
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    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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    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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    © All Rights Reserved
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    2 views1 page

    Sample - PDF Fund Performance

    Uploaded by

    TAUQEER-UL-HASSAN Rehman
    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.

    Copyright:

    © All Rights Reserved
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    of 1

    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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