YES SECURITIES - Wealth Maximser
- YES WEALTH MAXIMSER is a CAT III Long only Close ended fund that invests in Listed Equity and Fixed Income
- The goal is to create a balanced mix of Equity and Fixed Income that matches the long term investment goals and risk levels, while adjusting and rebalancing as and when needed
- The fund focuses on investing in fundamentally robust companies that are capitalizing on India’s Growth story
- Portfolio with high conviction ideas actively managed by the investment team
- The tenor of the fund is 6 years from the date of first closing
Features of the Fund
- Multi Asset Investment strategy with Dynamic Asset Allocation
- Investing in Megatrends that shape the Indian Economy
- Compounded Returns over the fund tenor
- Income is taxable at the fund level
Investment Framework
- Strategic Asset Allocation
- Ideal Risk-Reward
- Megatrends Shaping the Economy
- Proven Business Models
- Leaders Present & Future
- Efficient Management
Identification
Screening & Selection
Portfolio Creation
Review
Identification
Portfolio Composition | Investments across listed equity instruments with a minimum market cap of INR 5,000cr and listed fixed income instruments with minimum credit rating for fixed income instruments shall be A+ and above |
Diversification | Diversification to capture emerging trends across various sectors and across market capitalization |
Growth with Stability | Allocation- Equity-Min 50% & Max 100%; Fixed Income- Min 0% & Max 50% |
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