Our Strategies

All Seasons Portfolio

Overview

Our All Seasons Portfolio (ASP) was founded in 2015 and is structured around the belief that the best form of offense in an investment portfolio is good defense. ASP has been designed to maintain the purchasing power of a portfolio through any economic and investment environment with minimal drawdowns and is heavily protected against a permanent loss of capital. At the same time the ASP is expected to grow at a reasonable inflation-adjusted growth rate while mitigating various risks facing an investor including price inflation, price deflation (rare but possible), credit inflation, credit deflation, and more recently global or emerging market contagion due to the global credit and asset bubble.

Investment Process

The Investment Strategy of ASP is focused towards allocating the corpus to assets that represent claims on real assets (gold/commodity equities/ high quality growth stocks) and assets that represent claims on financial assets (fixed income/cash/stocks) that often behave counter cyclically during different economic environments.

The portfolio will be constructed by following a simple asset allocation strategy:

  1. 1/3rd High Quality Equities,
  2. 1/3rd Cash, Gold related securities (and the equities of natural resource extraction companies), and
  3. 1/3rd in Fixed Income and equivalents (including the equities of regulated utility companies as a proxy for fixed income securities).

Key Information

Acronym: ASP
Inception Date: July 2015
Committed AUM: 200+ Cr.
Benchmark: Information Nifty TRI – 50%, Crisil Comp. Bond Index Fund – 30%, MCX Gold Spot Index –20%
Number of Stocks: Multi-Asset
Minimum Investment: 10 Cr.
Volatility: Low
Portfolio Turnover: 20-30%
Risk Control: 70% Equity and 20% in Gold (Max Weight)
Hurdle Rate: N.A.
Performance Fee: N.A.

Why Invest in the All Seasons Portfolio?

The All Seasons Portfolio provides investors exposure to a defensive multi-asset all weather portfolio. It is an advanced wealth preservation strategy that allows clients to enjoy reasonable benefits in bull markets and incur limited losses in bear markets.

Performance of Rs. 100 Invested at Inception

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Note: The benchmark for the ASP is a custom combination of the Nifty Total Return Index (50%), Crisil Bond (30%) and MCX Gold Index (20%). Benchmark performance is calculated using Total Return Indices. The returns above are consolidated for all clients, time weighted and cashflow adjusted after all expenses including PMS management and performance fees. The actual returns of clients may differ from client to client due to different portfolio and timing of investment. Past performance is no guarantee for future performance.

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Current complaints

Data for the month ending- November, 2022

Complaints status
Sr. No. Received from Pending at the end of last month Received Resolved* Total Pending # Pending complaints > 3 months Average Resolution time^ (in days)
1 Directly from Investors 0 0 0 0 0 0
2 SEBI (SCORES) 0 0 0 0 0 0
3 Other Sources
(if any)
0 0 0 0 0 0
Grand Total 0 0 0 0 0 0
^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Trend of Monthly Disposal of Complaints

Sr. No. Month Carried forward from previous month Received Resolved* Pending#
1 April 2022 0 0 0 0
2 May 2022 0 0 0 0
3 June 2022 0 0 0 0
4 July 2022 0 0 0 0
5 August 2022 0 0 0 0
6 September 2022 0 0 0 0
6 October 2022 0 0 0 0
7 November 2022 0 0 0 0
Grand Total
0
0
0
0
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Sr. No. Year Carried forward from previous year Received Resolved* Pending#
1 2019-20 0 0 0 0
2 2020-21 0 0 0 0
3 2021-22 0 0 0 0
Grand Total 0 0 0 0
*Inclusive of complaints of previous months resolved in the current month. #Inclusive of complaints pending as on the last day of the year.