Documente Academic
Documente Profesional
Documente Cultură
Investment Goal
Asset Allocation
This fund will aim to generate
Equities – 0% attractive returns by investing in a
diversified portfolio of government
Fixed Interest Securities – 60% debt, corporate debt, money market
to 100% instruments and other fixed income
securities of varying maturities.
Money Market – 0% to 40%
Performance Overview
Investing in fixed Income fund, provides you stable return without taking excessive risk
Fixed income at current level looks an attractive investment opportunity from a slightly longer
perspective
With most of our investment done in Govt Securities and AAA rated corporate debt, fund ensures to
provide good returns with very low credit risk
Note: the fund has inherent interest rate risk involved and can give high returns at lower interest rate and vice-versa
Fund Details
Disclaimer: 1 The Investment Committee reserves the right to change the above benchmarks for evaluation of the performance of the scheme from time to time, subject to Regulations and other
prevailing guidelines, if any. SFIN: ULIF00405/07/08 DB0138