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Beyond the

Curated Views from Across the Globe

Beyond the

Curated Views from Across the Globe

RSS Collaborative Fund blog

Is the Quad Becoming a Potemkin Alliance?

May 23, 2024 8:11 pm

With conflicts in Europe and the Middle East draining US attention and resources, US President Joe Biden seems to hope that a more conciliatory approach toward China will be enough

Six Reasons to Choose FundYantra

Past Performance is Just the Beginning

Do you invest solely based on past performance?

  • While historical data can be informative, it's essential to recognize that past performance doesn't guarantee future success.
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  • At FundYantra, we believe in an approach to investment that considers factors beyond just historical returns. In particular, the style of the fund manager.
  • It is our belief that given a fund mandate and a fund management style, portfolio returns are largely a function of market conditions.
  • The primary job of a fund manager is to manage risk and ensure that the portfolio risk is not excessive for the returns that the portfolio is likely to generate.

Real Returns Matter

Returns Advertised vs. Experienced

  • Have you ever noticed a difference between the returns advertised by mutual funds and what you actually experience?
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  • Recent performance can dominate long-term outcomes, so it's crucial to look beyond point-to-point returns. For example, a fund that has performed well in the past 12 months but poorly in the 24 months prior, will show good 3 year performance because the good 1 year performance also increases the 3 year returns.
  • Investors on the other hand, who invested 36 months back will have lost patience after 18-24 months and may have exited just prior to the performance improving. Instead of a point to point performance, at FundYantra, we focus on consistent performance through rolling returns analysis.

Personalized Portfolio Allocation

Your Age, Your Allocation

  • Traditional wisdom dictates that the investor’s age determines portfolio allocation. But what if there's more to it than that?
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  • At FundYantra, we believe that we should consider factors like earnings yield, debt yields, and entry valuation to tailor your investment strategy based on your unique financial goals and circumstances.

True Diversification

Diversify Smartly

  • Diversification is a cornerstone of risk management, but not all diversification strategies are created equal.
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  • Buying correlated funds may not offer true diversification if there's significant portfolio overlap. Let us help you build a truly diversified portfolio.

Adding Value Through Process

Beyond the Numbers

  • Every fund claims to have a rigorous investment process, but how do you distinguish the real value?
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  • At FundYantra, we believe that sustained superior performance requires a well-thought-out process backed by research, expertise, and discipline.

Experience Matters

Learn from History

  • Experience is invaluable, especially in the ever-evolving world of finance. The past 15 years has seen one scenario -
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  • one of constantly falling interest rates and a Central Bank “Put”. That’s one year experience repeated 15 times, not 15 years experience.

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  • Registered mutual fund distributor ARN:152411
  • Registered mutual fund distributor – Code No - 18016

Pictern Technologies LLP is AMFI Registered mutual fund distributor with registration no ARN – 152411 and a BSE registered mutual fund distributor (code – 18016) with registered office at Hyderabad, India

disclaimer

Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.

  • Registered mutual fund distributor ARN:152411
  • Registered mutual fund distributor – Code No - 18016

Pictern Technologies LLP is AMFI Registered mutual fund distributor (registration no ARN – 152411) and a BSE registered mutual fund distributor (code – 18016) with registered office at Hyderabad, India

disclaimer

Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.

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Past Performance is Just the Beginning

Do you invest solely based on past performance?

  • While historical performance offers insights, it doesn't guarantee future results.
  • We evaluate various factors like the fund manager's style and market conditions for informed decisions.
  • Our approach aligns with clients' financial goals and risk tolerance.

Fun Fact

Asset returns often revert to the mean. This means that a style or strategy that has performed exceptionally well in the past may not continue to outperform in the future. Discover how you can navigate this dynamic landscape.

Real Returns Matter

Returns Advertised vs. Experienced

  • Advertised returns often focus on short-term gains, which can be misleading.
  • We prioritize real returns that consider fees, taxes, and inflation over time.
  • Utilizing rolling returns analysis for more accurate investment choices.

Fun Fact

Point-to-point returns can be deceptive. Let us guide you through the maze of mutual fund performance metrics.

Personalized Portfolio Allocation

Your Age, Your Allocation

  • Recognizing unique financial goals, risk tolerance, and investment horizons.
  • Our advisors consider factors like earnings yield, debt yields, and entry valuation.
  • Customized investment strategies align with specific objectives.

Fun Fact

Asset class performance is influenced by various factors – the investor’s age isnt one of them. Discover the nuances of asset allocation with our expert advisors.

True Diversification

Diversify Smartly

  • Diversification is essential for effective risk management.
  • We employ strategies focusing on building portfolios with uncorrelated assets.
  • Minimizing risk while maximizing potential returns.

Fun Fact

Many funds have significant portfolio overlap, leading to reduced diversification benefits. Explore smarter diversification strategies with our team.

Adding Value Through Process

Beyond the Numbers

  • We believe in a disciplined approach backed by thorough research and expertise.
  • Our investment process emphasizes rigorous due diligence and continuous monitoring.
  • Proactive adjustments are made to adapt to changing market conditions.

Fun Fact

Understanding your fund’s investment process is key to achieving consistent returns. Let us demystify the investment process for you.

Learn from History

Beyond the Numbers

  • Our team brings decades of experience in capital markets and investment management.
  • We guide clients through various market conditions with informed decisions.
  • Our experience equips us to help navigate the complexities of investing with confidence.

Fun Fact

Experience isn’t just about the years; it’s about living through different market environments. Trust our seasoned experts to guide you through market ups and downs.

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