Portfolio Performance

The Portfolio Performance has returned:

In the Education Scheme the funds will be invested or allocated in the fixed income securities such as bonds with the least risk. Investing in fixed income securities will ensure the investors that their Capital will be safeguarded as fixed income instruments are less volatile and more stable when compared to equities. Investing in fixed income securities provides a stability to the investor. Investing in these types of funds also ensure that the investors are exposed to less risk The Education scheme is perfectly designed for conservative investors.

-3.12 %

YTD returns

9.50 %

1 yr returns

7.71 %

3 yr returns

7.53 %

5 yr returns

( *Weighted Average Returns as on March, 2022)

Current Holdings

Risks Involved

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

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.

Start Saving for what matters the most. Start with our Portfolios

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