Strengthen your portfolio to build a balanced risk-reward tradeoff and achieve your goals. Start with an asset allocation strategy.
Asset allocation is dividing your portfolio across assets such as equity, debt and gold to meet your financial goals and minimize your downside risk.
Long term growth
Regular income & stability
Store of value
Ask yourself these five key questions:
Is my portfolio diverse?
Does it bring a good mix?
Does it match my risk profile?
Does it offer potential to reach my goals?
Does it cater to emerging themes?
If you have answered yes, it indicates a balanced asset allocation. If not, you need to revisit. Periodic review is inherent in strengthening your portfolio
Set Aside 12 Months of Emergency funds with Quantum Liquid Fund
invest 20% in Quantum Gold Savings Fund and Quantum Gold Fund ETF
Allocate balance of 80% to Equity Funds in 70-15-15 format
***Please note the above is a suggested fund allocation and not to be considered as an investment advice or recommendation.
An Open Ended Equity Scheme following a Value Investment Strategy
This product is suitable for investors who are seeking*
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
Investors understand that their principal will be at Very High Risk
An Open Ended Fund of Funds scheme Investing in Open Ended Diversified Equity Schemes of Mutual Funds
An Open ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme
An Open Ended Scheme Replicating / Tracking Gold
Investors understand that their principal will be at Moderately High Risk
An Open Ended Fund of Fund Scheme Investing in Quantum Gold Fund
An Open-ended Liquid Scheme. A relatively low interest rate risk and relatively low credit risk.
Investors understand that their principal will be at Low Risk
Credit Risk →
Interest Rate Risk ↓
Relatively Low (Class I)
Moderate (Class II)
Relatively High (Class III)