The Year That Was: Quantum Mutual Fund

The countdown to the New Year - 2011 has already begun... but before we bid 2010 adieu, here's a recap of a few significant updates from Quantum Mutual Fund during the year that was... 2010

February 2010 - We're growing!

Starting off in a New Corporate Office

Nothing fancy or elaborate but something a little bigger that gave us space to expand our team strength and in turn have more feet-on-street to reach you.
Our Office Address is - 505, 5th Floor, Regent Chambers, Nariman Point, Mumbai 21
Come visit us anytime!

May 2010 - Miles to go before we sleep

Under the leadership of our New CEO - Jimmy. A. Patel

Being small is not a weakness, because in it lies the potential to grow. Yes, we still are one of the smallest mutual funds in the country, but then, we've never been in the Asset Gathering business. We're an AMC - Asset Management Company - and that's what we do best.
Now with Jimmy on board, and with his rich experience of close to 2 decades in the mutual fund industry, we're getting ready to take off to newer heights.

August - September 2010 - Stronger at the helm

New Directors appointed to the Quantum AMC board & Quantum Board of Trustees

Our board of directors at Quantum help structure our contribution towards making your life as an investor with us simpler and more enriched. In 2010, Mr S.R Balasubramanian joined the Quantum Asset Management Company Pvt Ltd. board of directors, and Mr. Surjit Banga was appointed to the Board of Quantum Trustee Company Pvt Ltd.

November 2010 - Something New Before New Year

Presenting New Features & Updating your KYC status

Lower minimum investment amounts, more choices for investment dates (under SIP, STP and SWP), interesting trigger facility, and, efficient corporate SIPs - all to make you feel even better about investing with Quantum Mutual Fund.

In accordance with regulatory guidelines, we wrote to you to update your KYC status at the earliest. "Don't wait till January 1, 2011," we said ... And, we're pleased that you got back to us with your KYC details. Thanks for taking the time to write back to us.

And on that concluding note, here's to 2011 that promises to be bigger, brighter and much much better. Stay with us as we surge forward to new milestones in the year that brings the Quantum Long Term Equity Fund its much awaited 5 year track record.

We wish you a wonderful year ahead and sincerely hope that the coming year brings you a step closer to an ideal investing world - where returns are always seen in the light of risks taken, where investing is always for the long term, and where you are your best financial advisor.

Disclaimer :
Investment Objective: Quantum Long -Term Equity Fund's (QLTEF) investment objective is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. Asset Allocation: QLTEF will primarily invest in Equity and Equity related securities, but may invest in money market instruments and liquid schemes of mutual funds to meet liquidity needs. Terms of Issue: QLTEF is an open-ended Equity Scheme offering Growth and Dividend Options. The units can be subscribed/redeemed at the applicable NAV, subject to applicable load on all business days. Entry Load: N.A. Exit Load: On repurchase/redemption/switchout within 6 months of allotment- 4%, after 6 months but within 12 months of allotment- 3%, after 12 months but within 18 months of allotment-2%, after 18 months but within 24 months of allotment-1%, after 24 months of allotment-Nil. Risk Factors: All Mutual Funds and securities investments are subject to market risks including uncertainty of dividend distributions and the NAV of the schemes may go up or down depending upon the factors and forces affecting securities markets and there is no assurance or guarantee that the objectives of the scheme will be achieved.Quantum Long - Term Equity Fund, is the name of the scheme and does not in any anner indicate either the quality of the Scheme, its future prospects or returns.Scheme specific risk: Equity and Equity related instruments are by nature volatile and rone to price fluctuations due to both macro and micro factors. The Investor may lose money over short or long period due to fluctuation in Scheme's NAV in response to factors such as economic and political developments, changes in interest rates and market movement and over longer periods during market downturns. Trading volumes, settlement periods and transfer procedures may restrict the liquidity of these investments of the QLTEF. Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsors: Quantum Advisors Private Limited. (liability of Sponsor limited to B 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited (AMC). The Sponsor, Trustee and the Investment Manager are incorporated under the Companies Act, 1956. The past performance of the Sponsor / AMC/ Fund has no bearing on the expected performance of the scheme. Mutual Funds investments are subject to market risks. Please read the Scheme Information Document(s) / Key Information Memorandum(s) / Statement of Additional Information / Addendas carefully before investing. Scheme Information Document(s) /Key Information Memorandum(s)/ Statement of Additional Information can be obtained at any of our Investor Service Centers or at the office of the AMC 505, Regent Chambers, 5th Floor, Nariman Point, Mumbai - 400 021 or on AMC website www.QuantumAMC.Com/www.QuantumMF.com