NJ AMPL Freedom ETF Portfolio


Key Portfolio Attributes

Inception Date: 9 Mar 2018

Number of Stocks: 3 ETFs

Fund Manager Name: NJ - Quantitative Rules Based Investing

Fund Manager Qualification and Accolades:

Members of the investment committee are winners of CIO of the year and other awards

Fund Manager Experience:

Investment decisions are taken through the Quantitative Rules-Based Investing mechanism. This is governed by an investment committee and the cumulative experience of the team is 100 plus years of equity investing.

Investment Objective

The investment objective is to generate capital appreciation in the medium term to long term through investments in equity oriented exchange traded funds (ETFs)

Investment Strategy

Dynamic ETF Allocation Portfolio

Investment Philosophy

At NJPMS , core of the portfolio management is based on the rules based investing.The investment objective is to generate capital appreciation in
the medium term to long term through investments in equity
oriented exchange traded funds (ETFs). The portfolio manager will seek to invest in various exchange
traded funds available ETF rebalancing will be done once a year. Note: *Portfolio manager may rebalance portfolio in other periods based on company specific extra ordinary situations.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Related Investment(s)

NJ AMPL Dynamic ETF Allocation Portfolio
NJ AMPL Bluechip Portfolio
NJ AMPL Dynamic Stock Allocation Portfolio Conservative
NJ AMPL Dynamic Stock Allocation Portfolio Aggressive
NJ AMPL Multicap Portfolio

Do Not Simply Invest, Make Informed Decisions

Book a Call with our Specialists