WE Investment Management Ltd., An Associated Company of WE Financial Services Ltd. is a holder of the Investment Advisory License 1992, granted exclusively to a few investment advisory companies by the Securities & Exchange Commission of Pakistan (SECP).
WE Balanced Fund (WEBF) was the first Closed-End fund by WEi which was successfully closed prior to the crash of 2008, preventing capital erosion of more than sixty percent. The fund size was PKR 200 million and had an investment objective to generate long term capital appreciation as well as current income by creating a balanced portfolio that was invested both in high quality equity securities, long term securities, high quality TFCs, Money Market Instruments and ready future hedges.
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