Kochi: Mahindra Manulife Investment Management Private Limited – MMIMPL, (formerly known as Mahindra Asset Management Company Private Limited), has launched ‘Mahindra Manulife Balanced Advantage Yojana,’ an open ended dynamic asset allocation fund. The scheme is suitable for investors who are seeking capital appreciation while generating income over medium to long term by investing in a dynamically managed portfolio of equity and equity related instruments and debt and money market instruments. The fund will aim to optimize the potential of equity and debt over short to medium term period.
Mahindra Manulife Balanced Advantage Yojana (‘Scheme’) aims to follow the dynamic asset allocation using the multi variate approach. The fund will have flexibility to invest a mix between equity and debt across market cycles). The fund will optimize the potential of equity and debt over short to medium term period. For equity investments the portfolio construction to be based on top down approach and bottom up stock selection. The fund aims to construct the equity portfolio using GCMV investment framework. For debt investments, the fund will invest in liquid, debt and money market securities by balancing the maturity and credit profile, while following a duration strategy which looks to optimize yields.
Mr. Ashutosh Bishnoi, MD and CEO, Mahindra Manulife Investment Management Private Limited, said “The equity markets have witnessed bouts of volatility in the recent past owing to various macro-economic factors. The balanced advantage funds can help investors mitigate market volatility. Mahindra Manulife Balanced Advantage Yojana aims to provide risk-adjusted return for long term investors. and are appropriate for retail investors as they do not have to constantly monitor their asset allocation, as the fund manager does this dynamically and maintains the right asset mix in any prevailing market conditions.”
The New Fund Offer opens on December 9th, 2021 and closes on December 23rd, 2021. The scheme will reopen for continuous sale and repurchase from 3rd January, 2021. Mahindra Manulife Balanced Advantage Yojana will have maximum 100% investment in either equity and equity related instruments or debt and money market securities (including TREPS (Tri-Party Repo), reverse repo).
Mr. Krishna Sanghavi, Chief Investment Officer – Equity, Mahindra Manulife Investment Management Private Limited said “Mahindra Manulife balanced advantage yojana is ideal for all category of investors be it, first timers, market timers or long term investors. The fund will aims to capture the optimum mix between equity and debt across market cycles, with flexibility to invest upto 100% in equity & debt, the scheme may be suitable for volatile market conditions. The fund will have robust GCMV process & Risk Guard Process, for determining fair valuation of stocks & to assess predict and manage risks better.”
This product is suitable for investors who are seeking:
Capital Appreciation while generating income over medium to long term;
Investments in a dynamically managed portfolio of equity and equity related instruments and debt and money market instruments.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The product labelling /risk level assigned for the Scheme during the New Fund Offer is based on internal assessment of the Scheme's characteristics or model portfolio and the same may vary post New Fund Offer when the actual investments are made
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