Long term asset allocation portfolio in 2016 - results 6 months
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Half year pasts. Let's summarize the results. Our long-term investment portfolio “Babylon Globe” gets 6.07% between 22-23 December 2015 and 1 July 2016. Rather good results for asset allocation portfolio. S&P 500 for this period increases in 3.75%.
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Equity Update - November 2018
- The document provides an equity market update for November 2018, summarizing macroeconomic indicators, global market performance, and the performance of the Indian market.
- Key developments in October included a decline in major Indian equity indices of around 5% due to domestic and global factors, continued weakness in the rupee, and heavy selling by foreign institutional investors.
- The document recommends that investors continue investing in pure equity schemes through SIPs for long-term exposure, and consider asset allocation schemes for new investments given ongoing volatility.
ICICI Prudential Equity Schemes Bluebook | September 2022
Equity in your portfolio can be your solution for long term wealth creation. There's a scheme for each one of you depending on your goal.
To know more about key equity offerings- read our Equity Product bouquet "Equity Bluebook"
IDFC Government Securities Fund Constant Maturity Plan_Fund spotlight
The IDFC Government Securities Fund - Constant Maturity Plan is an open-ended debt scheme that invests predominantly in government securities such that the average maturity of the portfolio is around 10 years. As of February 2021, the fund had an average monthly AUM of Rs. 340.55 crores and has been managed by Mr. Harshal Joshi since May 2017. The fund aims to generate optimal returns for investors over the long term through investments that have a constant maturity of 10 years and maintains a portfolio with 100% investment in sovereign securities.
IDFC Government Securities Fund Constant Maturity Plan_Fund spotlight
The IDFC Government Securities Fund - Constant Maturity Plan is an open-ended debt scheme that invests in government securities such as government bonds and state development loans to maintain a constant average maturity of 10 years. As of February 2021, the fund had an average monthly AUM of Rs. 340.55 crores and has been managed by Mr. Harshal Joshi since May 2017. The fund aims to generate optimal returns for long-term investors through investments in sovereign government securities with an average maturity of around 10 years.
A Positive Month For Equity Markets.pdf
Global market Impact:
On the global front, the Federal Reserve's
decision to raise the target range for the federal
funds rate by 25bps to 5.25%-5.5% in July 2023
was in line with market expectations
Investment Outlook 2016
Through all the market traumas of recent years, the crises in Greece, slowdown scares in China, US political gridlock, the collapse in oil prices, the wars and the migrant flows, investors prepared to weather short-term volatility have seen handsome returns on developed-economy equities since the depths of the financial crisis in 2008, with EUR and USD investors seeing only one modestly down year in 2011. There has also been good performance from high yield and investment grade corporate bonds, the laggards (since 2011) being investments connected to commodities and emerging markets.
Our analysis, set out in this Outlook, suggests that 2016 may deliver a fairly similar pattern. Temporary traumas could emanate from Federal Reserve tightening, reduced bond liquidity, renewed growth scares in China or geopolitics, but behind these is an underlying picture of ongoing expansion. The global economy is neither pushed up against capacity limits nor facing severe slack (except for commodities and energy), banking systems are healthy and debt levels seem more amber than red. Rapid growth seems unlikely, given aging populations (bar Africa and India) and sharing economy technologies that do not generate much Gross Domestic Product, but sensibly-priced assets do not need a booming economy to generate reasonable returns. At the time of writing (in late 2015), high yield and investment grade credits have spreads just above their quarter-century averages, giving them scope to weather gradual Fed tightening. Developed equities have valuations somewhat above historic norms on a price-earnings basis, but not on a price-book basis, and operational leverage (especially in the Eurozone) and consolidating oil prices should allow earnings growth to move from last year's negatives into the mid- to high-single digits. In short, we think developed equities and credits are well placed for another year of reasonable returns, with the dollar likely to be strong again as the Fed leads the monetary cycle. As for emerging markets, and the commodities on which many depend, a convincing general recovery looks some time away, but there is scope for some to move ahead of the pack, as discussed in a special article.
Of course there can always be risks that are not visible and Fed tightening has a habit of teasing these out, although usually not within its first year. But, equally, there could be upside surprises, if the USA finally moves toward solutions on taxing repatriated corporate cash and infrastructure spending or, more simply, the signals of rising confidence already visible in US and European consumer surveys translate into faster spending. We trust our readers will find the Investment Outlook 2016 to be of considerable interest for the coming year.
Nfo presentation idfc gilt 2027 & 2028 index funds mar21
The document describes the details of the upcoming NFOs of IDFC Gilt 2027 Index Fund and IDFC Gilt 2028 Index Fund, which are target maturity index funds that invest in the CRISIL Gilt 2027 Index and CRISIL Gilt 2028 Index, respectively. The funds aim to benefit from the steepness of the yield curve by capturing returns from government securities maturing within their target maturity periods. Key details provided include the fund objectives, benchmark indices composition and methodology, illustrative returns under different interest rate scenarios, and limitations of the target maturity strategy.
Nfo presentation idfc gilt 2027 & 2028 index funds mar21
The document summarizes the details of the upcoming NFOs of IDFC Gilt 2027 Index Fund and IDFC Gilt 2028 Index Fund, which are target maturity index funds investing in the CRISIL Gilt 2027 Index and CRISIL Gilt 2028 Index, respectively. It provides information on the structure and methodology of the benchmarks, details of the NFO such as dates and minimum investment amount, as well as the rationale and benefits of investing in target maturity index funds in the current market environment of a steep yield curve.
IDFC Gilt 2028 Index Fund_Fund presentation
The document summarizes the details of the upcoming NFOs of IDFC Gilt 2027 Index Fund and IDFC Gilt 2028 Index Fund, which are target maturity index funds investing in the CRISIL Gilt 2027 Index and CRISIL Gilt 2028 Index, respectively. It provides information on the structure and methodology of the benchmarks, details of the funds such as the fund manager and minimum investment amount, as well as the rationale and benefits of investing in target maturity index funds in the current market environment of a steep yield curve.
IDFC Gilt 2027 Index Fund_Fund presentation
The document summarizes the details of the upcoming NFOs of IDFC Gilt 2027 Index Fund and IDFC Gilt 2028 Index Fund, which are target maturity index funds investing in the CRISIL Gilt 2027 Index and CRISIL Gilt 2028 Index, respectively. It provides information on the structure and methodology of the benchmarks, details of the funds such as the fund manager and minimum investment amount, as well as the rationale and benefits of investing in target maturity index funds in the current market environment of a steep yield curve.
Equity Update - October 2018
This document provides an equity market update for October 2018. It summarizes macroeconomic indicators for India and globally. Domestically, key factors dampening the Indian equity market in September included a weakening rupee, liquidity concerns in the NBFC sector, and rising crude oil prices. Globally, ongoing trade tensions and interest rate hikes contributed to volatility. Going forward, the document recommends asset allocation funds for new investors given ongoing uncertainties. It also provides recommendations for pure equity, long-term, thematic and sectoral equity funds.
Are hedge funds obsolete
Are (South African) hedge funds obsolete?
The first step to answering the question is arguably to understand the context in which it is being asked...
Arm sunrise-june,2021
The newsletter provides an overview of the stock market and investment opportunities for the month of May 2021. It discusses that most equity indexes rallied 7-10% for the month as banking and financial stocks recovered strongly. Commodity prices like gold and silver also increased substantially. The newsletter recommends diversifying investments across sectors through flexicap or multicap mutual funds given ongoing sector rotations. It also emphasizes the importance of having emergency funds, health insurance, and term life insurance given the COVID-19 pandemic. An inspiring case story highlights how investing in ELSS funds over a 10-year period generated double the returns compared to the fixed returns of PPF. Readers' questions address topics like investing in mutual funds via demat accounts and
Arm sunrise-june,2021
The newsletter provides an overview of the Indian stock market and economy in May 2021. It notes that most equity indices rallied significantly over the month, with gains of 7-10%. Banking and financial stocks saw major recoveries, while metal stocks had phenomenal rises. The newsletter suggests the market is no longer fearful of rising COVID cases and sees signs of sector rotation. It provides recommendations on positioning equity investments and strategies for the current situation. The newsletter also includes sections on personal finance topics like emergency funds, health insurance, and term life insurance.
Arm sunrise-june,2021
The newsletter provides an overview of the Indian stock market and economy in May 2021. It notes that most equity indices rallied significantly over the month, with gains of 7-10%. Banking and financial stocks saw major recoveries, while metal stocks had phenomenal rises. The newsletter suggests the market is no longer fearful of rising COVID cases and sees signs of sector rotation. It provides recommendations on positioning equity investments appropriately in the current situation.
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ICICI Prudential Focused Bluechip Equity Fund - Portfolio Report
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ICICI Prudential Equity Schemes Bluebook | September 2022
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IDFC Government Securities Fund Constant Maturity Plan_Fund spotlight
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IDFC Government Securities Fund Constant Maturity Plan_Fund spotlight
Nfo presentation idfc gilt 2027 & 2028 index funds mar21
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- 1. Long-term Asset Allocation Portfolio 6 months results in 2016 On NYSE, Nasdaq, Xetra, Berlin
- 2. Results Our long-term investment portfolio “Babylon Globe” gets 6.07% between 22-23 December 2015 and 1 July 2016. Rather good results for asset allocation portfolio. S&P 500 for this period increases in 3.75%.
- 3. Important information Date of formation: 23 December 2015 Investment period: 30 years (general). The period of this exact portfolio is one year. After 1 year the portfolio will be rebalanced. Some assets will be removed and others will be added. Amount of investment: $ 300 000 and more
- 4. Strategy Asset allocation strategy. We choose 7 strategic branches. In each branch we choose 2-5 assets, which show optimal technical, financial and fundamental parameters. In these 7 branches we invest 50-70% of our portfolio. Remaining money is invested in reliable ETF of bonds, gold and real estate (REIT).
- 5. 7 strategic sectors 1) Construction & Real Estate. 2) Alternative Energy. 3) Internet resources. 4) IT-Giants. 5) Virtual Games. 6) Medicine and Health. 7) Finance. In every sphere we choose shares, which have the best potential to grow by technical, financial and fundamental parameters. We invest in companies traded in NYSE, Nasdaq, Xetra and Berlin.
- 6. Babylon Globe in 2016 Stock (proportion 63,97%): DHI (3,19%), LEN (3,27%), HEIG.DE (2,67%), NDX1 (3,54), VWS.DE (4,64), GTQ1.BE (3,97%), FB (3,52%),WMT (4,05%), MSFT (3,7%), AAPL (3,59%), ATVI (3,93%), EA (4,61%), MRK.DE (3,22%), QIA.DE (3,58%), ARCC (3,79%),CBSH (4,24%), CM (4,45%). Bonds (proportion 12,01%): ETF HYD Gold (proportion 12,01%): ETF IAU REIT (proportion 12,01): ETF VNQ
- 7. Proportions