NJ AMPL Dynamic Stock Allocation Portfolio Conservative


Key Portfolio Attributes

Inception Date: 22nd January 2021

Number of stocks: 20-25

Fund Manager Name: Rule Based Active Investing

Fund Manager Experience: NJ's Rule based investing is a proprietary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists

Investment Objective

The investment objective is to provide capital appreciation in medium term with relatively lower volatility through a dynamically managed portfolio of equity and debt securities.

Portfolio Strategy

Rule Based Active Investing

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Jan 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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