Oct 18, 2012

PMS: ING Private - ING ADAPT - October 2012

ING ADAPT
ING ADAPT is a Multi Asset product which uses Active and Dynamic Asset Allocation to generate risk adjusted optimal returns. ING ADAPT offers 5 different investment options based on different client profiles. The investment options are classified as Very Conservative, Conservative, Moderate, Aggressive & Very Aggressive. The asset allocation will be monitored actively to keep in line with the defined risk bands for each of the investment options.


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ING ADAPT is a Discretionary PMS.

A:   ACTIVE

D:   DYNAMIC

A:   ASSET

PT: PORTFOLIO


Objective of the Portfolio:

To generate long term capital appreciation by investing in multiple asset classes, according to the risk band specified for each of the investment options.


MAIN FEATURES:


• Assets allocation in

     o Equity- direct into equity/ mutual funds including ETFs
     o Debt- Mutual Funds including ETFs
     o Gold- ETFs
     o Cash- Mutual funds including ETFs
     o Global Products- Global Feeder Funds domiciled in India

• Investment Options

     o Very Conservative
     o Conservative
     o Moderate and
     o Aggressive

• Only Dynamic Asset Allocation facility, Not static for any investment option.

• The asset allocation will be rebalanced monthly.

• No Benchmark for the fund.

• Disciplined investment procedures.


• Monthly Downside return: This is maximum monthly negative return (if any) expected by the fund manager.

     o Very Conservative: -1.5%
     o Conservative: -3.25%
     o Moderate: -5%
     o Aggressive: -7%


Analysis & Recommendation:

The features highlighted like dynamic asset allocation (not static assets allocation) is now offered by many PMSs. However, the PMS offered by ING has some unique features. ING ADAPT will invest in Gold and Cash ETFs along with other instruments make this fund unique. The Portfolio manager has clearly defined downside risk. The Portfolio will be managed by robust process to avoid human error which is already tested in their earlier products. ING ADAPT says that the fund is even suitable for first time investor. In my view if you have a balanced investment portfolio (like separate investment in PPF, FDs, And Mutual fund etc) you may go for it.

 
 For more details get in touch with us, just fill up the Enquiry form or To apply Kindly indicate your interest on by Calling us at 0-9818269396, or email at info@safeinvestindia.com 

Contact Us

Email: info@safeinvestindia.com | Phone: 0-981-826-9396 | Fill Inquiry Form Click Here

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