Multi Asset funds give your portfolio the firepower of Equities, the stability of Debt and the hedge effect of Gold / Silver thereby ensuring that you achieve optimal Asset Allocation simply by investing in a single fund.

 

      There never is really one hero, whether in movies , in a story or in Investing. While of course the proclaimed hero creates more noise and gets more attention, like in the case of Equities we all know that Equity is the hero of your portfolio but your portfolio is incomplete without the stability of Debt or the hedge of Gold / Silver.

 

     Different Asset Classes perform differently through Market Cycles. For example the average 5 year rolling returns on equity are 14%, while the returns for Fixed income, Gold and Silver are 8%, 12% and 9% respectively for the same time period. While Equity has performed well over the 5 year period If you consider next 5 year period we feel that Fixed Income and Gold have capacity to give good returns.

 

     We feel multi asset funds will help you potentially enhance the risk adjusted Returns of Your Portfolio.