Aquila PMS
Multi-asset PMS
The Aquila PMS Portfolio is a multi-asset portfolio that seeks to provide stable returns with low volatility. The fund will invest in mutual funds (deblt, equity, and others), ETFs, stocks, NCDs, bonds, other fixed-income products, REITs, InvITs, and other such financial products.
The Aquila PMS Portfolio is a multi-asset portfolio that seeks to provide stable returns with low volatility. The fund will invest in mutual funds (debt, equity, and others), ETFs, stocks, NCDs, bonds, other fixed-income products, REITs, InvITs, and other such financial products.
Investment Strategy
Invest in a combination of debt, equity, gold, and other asset classes depending on the investment manager market outlook to achieve stable returns with low volatility in most market scenarios
The asset allocation between asset classes is done based on the risk profile of the investor being conservative, moderate, and aggressive
Depending on the fund manager’s views, we further allocate into sub-asset classes
Scientific asset allocation with periodic rebalancing across asset classes to minimize transaction costs and taxes
How We Add Value
Use of quant and fundamental approaches to investing across asset classes
To capture the asset class with the potential for better risk-adjusted returns
Suitability
Investors seeking higher returns than inflation and above typical liquid fund returns
Investors seeking lower volatility than that of equities and commodities and a lower probability of negative quarters and years
Investors with a time horizon of 3-5 years
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