Galactic Comfort

Multi-asset Universe | Strategic Asset Allocation | Quarterly Review

Suitability

Preference, Capacity and Requirement

Strategic Asset Allocation

Strategic Asset allocation varies allocation between asset classes basis the view of the advisor linked to a set of variables such as time, economic measures, ratios, etc.

The Comfort portfolio participates in both fixed-income and volatility-linked assets. it uses inter-asset and intra-asset allocations to determine the portfolio composition as follows:

  • Inter-asset Strategic Allocation decides the percentage of the portfolio allocated to Equity-arbitrage and Debt as per the risk profile of the investor.
  • Intra-asset Strategic Allocation is done between ultra-short duration debt (of up to 90 days) and low duration debt (of up to 365 days) as per the interest rate scenario. In a rising interest rate regime, a lesser duration is preferred and vice versa in a falling interest rate regime.

3 Configurations

Available in 3 configurations - Concervative, Balanced & Aggressive suitable for different Risk Profiles

Prime

  • Long-term Capital Growth through Multi-asset high-volatility exposure approach.
  • Suitable for: Moderately Aggressive & Aggressive risk profiles.
  • Exposed to Equity Arbitrage, Ultra-short Duration Debt (of up to 90 days), and Low Duration Debt (of up to 365 days).
Grow

  • Long-term Capital Growth through Multi-asset balanced volatility-exposure approach.
  • Suitable for: Moderately Conservative & Balanced risk profiles.
  • Exposed to Equity Arbitrage, Ultra-short Duration Debt (of up to 90 days), and Low Duration Debt (of up to 365 days).
Save

  • Long-term Capital Growth through Multi-asset low-volatility exposure approach.
  • Suitable for: Conservative risk profile.
  • Exposed to Equity Arbitrage, Ultra-short Duration Debt (of up to 90 days), and Low Duration Debt (of up to 365 days).

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