Pace Tresor Prive


Key Portfolio Attributes

Inception Date: 10th May, 2021

Portfolio Manager’s Name: Mr. Amit Goel

Portfolio Manager’s Experience:

Over the last two and a half decades, he has managed/advised on proprietary and client investments and has traded across all financial asset classes and across a spectrum of Developed and Emerging Markets.

He Co-founded Pace Group in 1995 and has led the group for over 26 years. Pace has been nominated numerous times as one of the best Investment Advisors in India by ICRA & CNBC. He has appeared as an expert speaker on global markets on Indian Business Channels such as CNBC, ZEE Business, and ET Now.

Portfolio Manager’s Qualification: Amit holds a Masters in Business Administration in Finance from the Faculty of Management Studies in Delhi.

Investment Objective

The investment objective of Pace Tresor Prive is to consistently outperform the market, generate a healthy alpha in a portfolio, which is completely customized to the most exacting requirements of the discerning investor.

Investment Strategy

The investment strategy of Pace Tresor Prive is a composition of Fixed Income, Equity & Equity Equivalents, Global Equity, Precious Metals, Industrial & Agro Commodities and REITs/ INVITs /AIFs.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio0.00%5.30%9.00%-----9.00%
Blended Benchmark-1.00%4.00%9.90%-----8.40%



Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash


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 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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