Press Release
VIS Assigns Initial Fund Stability Rating to Faysal Islamic Financial Growth Plan-I (Under Faysal Islamic Financial Growth Fund)
Karachi, August 23, 2024: VIS Credit Rating Company Limited (VIS) has assigned the initial Fund Stability Rating (FSR) of A+(f) (Single A Plus (f)) to Faysal Islamic Financial Growth Plan-I (FIFGP- I). The FSR of ‘A+(f)’ denotes Moderate degree of stability in Net Asset Value; Risk factors may vary with possible changes in the economy.
FIFGP-I was launched in July’23, with the primary objective to provide competitive risk adjusted returns to its investors by investing in a diversified portfolio of long, medium and short-term Shariah Compliant instruments while taking into account liquidity considerations.
Assigned rating take into account FIFGP- I’s Assets under Management, which exhibited a notable growth starting Jan’24, reaching its peak in June’24. The FIFGP-I portfolio is predominantly comprised of cash, accounting for nearly half of its total investments, followed by remaining exposures in short term sukuk as well as Ijara sukuk. The plan’s credit quality remained in compliance with the parameters outlined in the offering document, with investments primarily in AA rated exposures. While the investment policy allows for investments in below investment grade and unrated securities, assigned rating remains underpinned on management’s operational plan to not invest below A+. Going forward, revision and implementation of the said asset allocation policy will remain imperative.
Assigned rating also takes into account the liquidity risk and market risk wherein the plan has adhered to the weighted average maturity of 05 years as laid out in the investment policy statement, which shall not apply to securities issued by government. Market risk is considered minimal due to majority of its investments held in cash deposits. FIFGP-I is mainly comprised of retail clients, with the top 10 clients accounting for ~72% of the plan’s portfolio in Jun’24, depicting high concentration. However, this risk is mitigated with the plan’s asset allocation strategy largely vested in cash deposits and liquid securities, thereby reducing the redemption risk.
For further information on this ratings announcement, please contact at 021-35311861-64 or email at info@vis.com.pk.
Applicable Rating Criteria: Fund Stability Ratings
https://docs.vis.com.pk/docs/FundstabilityRating.pdf
VIS Issue/Issuer Rating Scale
https://docs.vis.com.pk/docs/VISRatingScales.pdf
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