Aries PMS
Mid-yield debt
Aries Portfolio Management Service is a fixed-income strategy focusing on listed debt with an intermediate yield, that can offer significant risk-adjusted returns over Indian government securities investments in the next three to five years. The strategy aims to invest in investment grade performing credits (AA to BBB credit rating).
Investment Strategy
Build a portfolio of mid-yield fixed income securities with credit rating in the range of AA to BBB
Ride and capture the whole curve of interest rate movements, rather than short-term trading
Create a focussed Portfolio of 10-12 fundamentally strong companies
The strategy aims to generate a return of 11% – 14%
How We Add Value
Use of proprietary quant model (SCAPFe) along with fundamental analysis to evaluate credit
Invest in the mid-yield space where attractive risk-adjusted returns lie in the debt space
Gauge trends early giving an edge to constructing a portfolio and managing risk
Minimal transaction costs by staying invested for a longer duration, rather than trading
Suitability
Investors seeking medium-term capital appreciation with regular income
Investors looking to invest in the mid-yield space with better risk-adjusted returns
Investors with a time horizon of 3-5 years
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Aries PMS
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