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This new MAAF will have a unique asset allocation mixTaher Badshah and Herin Shah, Invesco India MF, Mumbai

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The new Invesco India MAAF will have active allocations across domestic and global equities, precious metals and domestic debt. What sets this AA mix apart is the material weights for global equities and precious metals (gold and silver), which gives it a much broader multi asset coverage than most.

Global equities can range between 10-35% and is likely to be around 20-21% in the initial portfolio. Global equity will currently be US focused. Precious metals can also range between 10-25% and will likely be around 20-21% in the initial portfolio.

Domestic equity will range from 35-65%, with 35% being retained at all times to provide a tax efficient product structure where investors can avail LTCG tax (currently at 12.5%) for holding periods beyond 2 years. The initial portfolio will likely have around 40% in domestic equity –at the lower end of the range – signaling near term market concerns.

Domestic equity will currently be large cap tilted with some midcaps and likely no small cap presence.

Domestic debt will be the residual allocation, which means the initial portfolio will likely be 40 (domestic equity), 20 (global equity), 20 (precious metals) and 20 domestic debt.

Equity allocation will be determined by scores that come out of a 5 factor model while precious metals will be driven by a separate 4factor model.

Taher says this new MAAF will be true-to-label in terms of offering genuine breadth of asset classes with material weights where warranted, with each asset class being actively managed to give investors the dynamism they expect from MAAFs.


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Comments Posted
Vijay Venkatram ARN NO :WealthForum Mumbai, 28 Nov 2024

Dear Mr. Madhusudhan, the question relating to RBI limits for overseas investments was indeed discussed - between 17.40 and 20.40 in this video.

v madhusudhan ARN NO :INV chennai, 27 Nov 2024

How come invesco invest 20% in foreign / international / US equities when Sebi / RBI has capped upper limit to entire MF industry but this question was not at all asked & not discussion on it also! Why so & how AMC is going to manage it?

Ramesh B Popat ARN NO :11864 Vadodara , 27 Nov 2024

truly multi assets! different from the peers !

Dharmender Haritish ARN NO :62201 Faridabad, 26 Nov 2024

Explained in vary vary clear way

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