Portfolio Performance

The Portfolio Performance has returned:

The Growth Fund will invest mainly in the Australian and International LIC’s, ETFs, Mfunds, Cash and Equivalents and REITS with a good growth potential. Investing in Growth Funds that Invests in various Mfunds, ETF’s, LIC’s, and REITS etc. ensures a steady capital appreciation of the Investors over a long term. However, these funds carry some amount of risks which the investors should be able to bear. Investing in a growth fund is one of the best sources of diversification an Investor can opt for. Diversification ensures that the investors risk is reduced up to a certain level. The growth fund is a globally diversified fund. This scheme is good for balanced to aggressive investors.

2.11 %

YTD returns

15.24 %

1 yr returns

16.62 %

3 yr returns

29.46 %

5 yr returns

( *Weighted Average Returns as on March, 2022)

Current Holdings

Risks Involved

Market Risk

It is a risk that affects the performance of the whole market. Market risk cannot be eliminated by diversification. This arises because of the changes in the interest rates, exchange rates, and events such as a recession. Market Risk is also known as systematic risk.

Currency Risk

Currency risk also referred to as an exchange-rate risk; it arises mainly because of the changes in the price of one currency in relation to the other. Investors or Companies who have business operations around the world are exposed to Currency Risk.

Capital risk

It reflects the ability to lose part or all of an investment. It refers to the entire asset gamut that is not subject to a complete return guarantee for original capital. Wheninvesting in stocks, non-governmental bonds, real estate,commodities, and other alternative assets, investors face capital risk

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Fees Structure

PORTFOLIO NAME Portfolio Construction (A) Fund Manager Fee (B) TOTAL FEE(A+B)
Education Scheme $120.00 $120.00 $240.00
Saving Scheme $120.00 $120.00 $240.00
Growth Fund $120.00 $120.00 $240.00
Australian Shares $120.00 $120.00 $240.00
High Growth Fund $120.00 $120.00 $240.00