UCB Asset Management Limited

Funds by UCB Asset Management

Every UCB Asset Management fund on Bini, with returns by period and risk level.
Name	Fund Type	CAGR	1Y	3Y	5Y	Risk
UCB AML First Mutual Fund	Growth	+3.42%	−2.12%	+9.16%	+4.44%	High
UCB Income Plus Fund	Income	+13.48%	+13.00%	+47.74%	--	Low
UCB Taqwa Growth Fund	Shariah	+1.83%	−2.15%	+5.88%	--	High

About UCB Asset Management

UCB Asset Management Limited is an asset management company in Bangladesh that manages equity, fixed income and Shariah-compliant mutual funds. It is a wholly owned subsidiary of United Commercial Bank PLC (UCB).

The company received its asset management license from the Bangladesh Securities and Exchange Commission (BSEC) in February 2020. It manages BDT 15 billion in assets.

Investment philosophy

UCB Asset Management invests for long-term, risk-adjusted returns based on fundamental research. Before any investment, it asks how much it can afford to lose before asking how much it can make.

01
Economic conviction
Invests in listed companies positioned to grow with Bangladesh’s economy over the long term.
02
Selective portfolio
Holdings come from a selective list of equity, fixed income and alternative securities the team has researched in depth.
03
Continuous evaluation
Each company is reviewed after purchase as closely as before, so the risk and reward of every holding stays current.
04
Capital preservation
Limiting losses comes before chasing gains, with the aim of steadier results in weak markets.
05
Strategic asset allocation
Money is spread across equities, government securities and corporate bonds to manage volatility across market cycles.
06
Shariah compliance
UCB Taqwa Growth Fund follows Islamic principles under a dedicated Shariah Advisory Board.