Portfolio Performance

The Portfolio Performance has returned:

In the savings scheme, our aim will be to allocate funds in the fixed income securities, bearing a fixed interest rate, and with a maturity period of up to three years. Investing in a Savings Scheme ensures safety of capital and wealth creation for the investors. The saving scheme invests in fixed income securities that provide interest at fixed rate on a timely basis. This will help the investor to create wealth on a long-term time horizon The Savings Scheme is well-designed for conservative to balanced investors.

11.68 %

YTD returns

11.68 %

1 yr returns

19.67 %

3 yr returns

10.59 %

5 yr returns

( *Weighted Average Returns as on December, 2021)

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

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.

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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