Wealth is not determined by investment performance but by investor behavior

-Nick murray

Introducing Balanced Advantage Fund

Uses Proprietary in-house market valuation metrics to decide net equity allocation in a disciplined manner.

The model is indicative of net equity exposure allocation using the below factors

1 Trailing price to book valuation ratio which uses book value.

2 Forward pe valuation ratio which uses forecasted earnings

3 Equity risk premium difference between bond yield and earning yields

The model effectively suggests changes in equity allocation depending on changes in fundamental factors same has been tested across timeframes and aims to

Reduce the downside during the falling market and Provide responsible participation during the rising market

A brief on the In-house model