Mr. Yaseen Sahar, Financial Expert
ANY TIME IS A GOOD TIME FOR
MULTI ASSET ALLOCATION FUNDS
A fund
for all market conditions with Equity, Fixed Income, Gold, Silver, etc.
DIVERSIFY YOUR INVESTMENTS:
DIFFERENT ASSET CLASSES SHINE IN DIFFERENT YEARS
ASSET CLASS PERFORMANCE VARIES BASED ON ECONOMIC
CYCLE
1 FIXED INCOME:
FALLING GROWTH: LOW INFLATION
In a
falling growth and low inflation scenario, fixed Income tends to perform
better, providing the portfolio the required stability.
2 EQUITY:
HIGH GROWTH: RISING INFLATION
Equity
tends to perform better in a high growth high inflation scenario, providing the
portfolio the required growth potential.
3 COMMODITIES :
HIGH INFLATION: LOW GROWTH
In a
falling/low growth and high inflation scenario, commodities such as gold &
silver tend to perform better as they provide a hedge against inflation.
ANY TIME IS A GOOD TIME TO INVEST IN MULTI ASSET
ALLOCATION FUNDS
DIVERSIFICATION:
Invests
in at least 3 asset classes to manage risk and seek growth in various market
conditions.
TAX EFFICIENCY:
Provides
equity / non-equity taxation benefits depending on the asset allocation.
CONVENIENCE:
Offers a
convenient way to gain exposure to multiple asset classes in one fund.
RISK MANAGEMENT:
An
optimal mix of different asset classes offers better risk-adjusted returns,
resulting in potentially lower drawdowns during market downturns.
Mr. Yaseen Sahar has been reached at rahas84@gmail.com and 98433 13512
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
