Asset allocation Financial News

wealth creation and fixed income instruments for assured returns. But what would you do if you want considerable wealth creation along with safety of funds?One advisable way is to opt for hybrid mutual funds, which invest in a mix of debt and equity. Between hybrid funds, there are a number of sub-categories as well such as conservative hybrid funds, multi asset funds, equity savings funds and aggressive funds based on their equity allocation.

Bajaj Finserv Multi Asset Allocation Fund. With a strategic focus on high dividend-paying companies, this fund offers investors a balanced approach to wealth accumulation in long term. The NFO of this scheme closes on 27th May, 2024.

mutual fund scheme, they weigh a number of factors ranging from the historical returns to the fund house’s reputation, and overall market scenario to the future outlook. One of the key considerations that investors invariably factor in is the performance of the mutual fund scheme in the recent past.

Jaegers joined Barclays Wealth in 2018 as director of macro investments, and was then promoted to head of investment strategy in 2019. He took on his most recent role in July 2019, where he was responsible for leading the team to provide asset allocation for multi-asset fund ranges and discretionary investment accounts. Barclays names private bank and wealth management CEO Before joining Barclays, he was a senior investment strategist for multi-asset funds at Prudential UK for three years, and prior to that he spent five years at BNP Paribas Asset Management, first as a senior port...

investment portfolio. Asset allocation ensures diversification across assets and investments. Additionally, market fluctuations and the volatility of individual asset classes are common occurrences.

After more than a year of rate-tightening cycle, economies world over are likely to see liquidity conditions ease and interest rates trend lower later in 2024. In such a scenario, Arindam Mandal, portfolio manager at Marcellus Investment Advisors anticipates a gradual return to the traditional 60/40 model of asset allocation for the average investor, consisting of 60% equities and 40% bonds. “This allocation strategy endured a challenging period over the past couple of years. Historically, election years have often translated to favorable returns, providing a promising outlook for the calendar year ahead,” Mandal said in an interview with ETMarkets. For Indian investors, Mandal recommends a 70% allocation to domestic equity and a 30% allocation to global equity, striking a balance between local opportunities and exposure to international markets. Edited excerpts:

monetary policies involving higher interest rates to address inflation, persistent geopolitical tensions, and lingering disruptions in the supply chain. These factors collectively indicate a sustained state of disruption in the world economy throughout the current year. While inflation is exhibiting signs of alleviation in certain regions, it remains a substantial concern.

Parag Parikh Dynamic Asset Allocation Fund, an open-ended dynamic asset allocation fund. The new fund offer or NFO of the scheme is open for subscription and it will close on February 22. The scheme will re-open for continuous sale and repurchase on February 28. The investment objective of the scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, and fixed-income instruments. The allocation between equity instruments and fixed income will be managed dynamically to provide investors with long-term capital appreciation while managing downside risk.

Quantum Mutual Fund on Monday launched Quantum Multi Asset Allocation Fund, an open-ended scheme investing in equity and equity-related instruments, debt and money market instruments, and gold-related instruments. The new fund offer or NFO of the scheme is open for subscription and will close on March 1. The investment objective of the scheme is to generate long-term capital appreciation/income by investing in a diversified portfolio of equity and equity-related instruments, debt and money market instruments and gold-related instruments.

MintGenie, Chopra said that when analysing fund performance, investors should consider not only point-to-point performance but also the fund's rolling returns relative to its benchmark, as well as risk-adjusted performance. 6.5% economic growth is expected in Fiscal year 2024-25 making India one of the fastest-growing economies in the world. The Indian Economy is expected to outgrow China’s economic growth because of the high foreign investments expected in 2024.

gold ETFs, silver ETFs, and exchange-traded commodity derivatives. The combination of asset classes has provided better investment experience over the years and the fund aims to capture the business cycle benefits of different assets over a period.

investment options. These encompass: Simplicity and user-friendliness: The rule is remarkably straightforward to comprehend and implement. Anyone can effortlessly calculate their desired equity allocation by subtracting their age from 100.

Sundaram Mutual Fund, said, “Sundaram Multi Asset Allocation Fund is an ideal vehicle for long-term risk-adjusted capital appreciation. In addition to the potential of Equity combating inflation in the medium term, Gold also provides a hedge against currency depreciation. Besides, given the inevitability of business cycles, there are always times when the economy goes through a slowdown following rapid expansion – a period in which Gold generally turns out to be the best-performing asset class.

BSE Sensex over a five-year period. Note the outperformance of the NASADAQ. Now, if I took a 10-year time frame the outperformance almost goes away.

Simon Murphy (pictured) has managed the fund for nearly four years.

dynamic asset allocation fund. The fund is built on a proprietary “TRANSFORMER" model that determines equity and debt allocation based on prevalent market trends. The scheme opened for public subscription on December 07, 2023, and will close on December 21, 2023.

The hires were part of the firm's push to enhance its research capabilities.

The category has seen assets under management almost double to Rs 40,000 crore from Rs 20,840 crore in the last one year. Financial planners believe since this product gives exposure to different asset classes, it comes in with lower volatility compared to pure equity funds and is a good starting point for many first-time investors or those looking to make lumpsum investments with tax efficiency.

Samco Mutual Fund has filed a draft for Samco Dynamic Asset Allocation Fund. Samco Dynamic Asset Allocation Fund will be an open-ended dynamic asset allocation fund. According to the scheme information document, the investment objective of the scheme is to generate income/long-term capital appreciation by investing in equity, equity derivatives, fixed income instruments and foreign securities. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk. The performance of the scheme will be benchmarked against NIFTY50 Hybrid Composite Debt 50: 50 Index. The scheme will be managed by Paras Matalia, Umeshkumar Mehta, and Dhawal Ghanshyam Dhanani (overseas investments).

Bandhan Mutual Fund has filed a draft for a multi asset allocation fund. Bandhan Multi Asset Allocation Fund will be an open-ended scheme investing in equity and equity-related instruments, debt and money market securities, and gold/silver index/ETFs. The scheme will be benchmarked against 35% S&P BSE 500 TRI + 55% NIFTY Short Duration Debt Index + 10% Domestic prices of gold. The scheme will be managed by Vijay Kulkarni (equity investments), Nemish Sheth (equity investments), Gautam Kaul (debt investments), and Nishita Shah (overseas investments).

gold ETFs, other commodities, and ETF and exchange Traded Commodity Derivatives (ETCDs), aiming to reduce overall risk. DSP MAAF will allocate assets based on 3 key but simple factors – long-term expected returns from different asset classes, their realized volatility, and the correlation among each asset class. The key idea is that when assets with low correlation among one another are added to a portfolio, even if one asset class faces a downturn, another one might perform well, potentially smoothening out the investor experience.