We are pleased to launch our Multi Asset Allocation Fund NFO.
Markets are dynamic and it is hard to predict which asset class will do well in a particular market condition. There are periods when equities outperform, while during uncertain times they may correct sharply. However, when equities are volatile, other asset classes such as debt, gold/silver may help limit the downside. In short, no single asset class can deliver in all types of
market conditions.
Therefore it is prudent to diversify your investments across multiple asset classes, so when one asset class lags behind, the others can make up for it – helping to minimize volatility and maximize returns.
But selecting the right mix of assets in ever changing market conditions is hard. The smart thing to do is to invest in Multi Asset Allocation Funds. These funds invest in equity, debt, gold/silver with an aim to navigate different market conditions by dynamically allocating
across asset classes to help optimize returns.
About the Fund
This fund is a single solution for investors seeking exposure to a range of asset classes, including equity, debt, and gold/silver ETFs. By blending these assets, the fund aims to capture opportunities across varying market conditions and manage risk effectively.
Key Benefits
1. Diversification: With investments across multiple asset classes, the fund is built to offer stability during different economic cycles.
2. Dynamic Allocation (Monthly optimization) : The fund dynamically adjusts its allocation based on market conditions on a monthly basis, seeking optimal balance without needing investors to switch between asset classes.
3. Long-Term Growth and Income : By integrating assets with growth potential (equity), income generation (debt), and resilience (gold and silver), the fund caters to long-term financial goals.
Invesco India Multi Asset Allocation Fund – How we manage?
Our investment framework is designed to be adaptive and responsive to market shifts. Each month, we adjust the portfolio based on our proprietary framework, which analyses key factors across different asset classes:
- Equity Allocation : We assess macroeconomic indicators, liquidity, valuations, sentiment, and policy framework to determine the optimal mix of domestic and overseas equities.
- Gold and Silver Allocation: The model allocates to these assets by considering factors such as real rates, inflation, currency trends, demand & supply and market sentiment.
- Debt Allocation : Allocation to debt is residual, adjusting duration actively in response to interest rate trends and macroeconomic conditions.
With this approach, the fund continuously adapts, giving investors a balanced portfolio capable of capturing opportunities and managing risk, whatever the market brings.
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