Investment Objective:
The GoldStandard Wealth FoF Portfolio’s objective is to generate income from investments in debt and money market instruments and units of debt mutuals funds, liquid mutual funds and debt and liquid ETFs.
Strategy:
Debt
Indicative Tenure of Investment Horizon :
Short Term
Description of types of Securities
The GoldStandard Wealth FoF Portfolio’s will invest in debt and money market instruments and units of debt mutuals funds, liquid mutual funds and debt and liquid ETFs.
Allocation of the GoldStandard Wealth FoF Portfolio:
Cash, debt and money market instruments and units of debt mutuals funds, liquid mutual funds, debt ETFs, liquid ETFs and arbitrage funds: 80 – 100%.
It will be the endeavour of the Portfolio Manager to follow the norms listed above. However, the Portfolio Manager retains the right to deviate from these norms from time to time at its sole discretion in the best interest of the Client’s portfolio and in accordance with the investment objectives and risk parameters. In case of deviation in the above provided asset allocation, same shall be rebalanced within 90 days.
Clients are not being offered any guaranteed or assured returns.
Risks:
Under this investment approach investments are made in debt and debt related instruments that may under-perform the benchmark. For detailed risk factors please refer to the section on “Risk Factors”.
Appropriateness of the Benchmark:
The performance would be benchmarked against Nifty Medium to Long Duration Debt Index. The composition of the benchmark is such that it is most suited for comparing performance of the portfolio. The Portfolio Manager reserves the right to change the benchmark in future if other benchmark is better suited to the investment objective of the Investment Approach.