Modest approach to stability of capital with moderate volatility
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Fund Snapshot
Year of Inception | 2019 |
Number of Stocks | NA |
Investment Horizon | Medium to Long Term |
Fund Managers | Morningstar Investment Adviser India Pvt. Ltd. |
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About Fund Manager
Morningstar Investment Adviser India Private Limited is the investment manager of Morningstar Active Aggressive Plus Portfolio
Investment Philosophy
Morningstar Active Balanced Portfolio is suitable for investors with a modest approach to stability of capital with moderate volatility. The portfolio invests in equities, debt and gold mutual funds. Major chunk of assets in the portfolio (around 44%) is invested in fixed-income assets.
Investment Principles
We prioritize investors – We think that companies that prioritize investors win in the long run because their investors are more likely to win.
We’re self-assured – we believe that in order to generate profits, it’s vital to invest with conviction, even if it means going against the grain.
We invest for the long term – Taking a patient, long-term approach to investing allows consumers to ride out market ups and downs and seize opportunities when they occur.
We are value-oriented investors – If you base your selections on the investment’s fair worth, you’ll have a better chance of making a profit.
We endeavor to keep expenses low – Keeping costs low helps investors create wealth by allowing them to keep more of what they earn.
We adopt a basic approach – Each decision we make is based on solid research, and we know what drives each investment we look at.
We construct portfolios from the ground up – Truly diversified portfolios mix assets with several underlying factors to help control risk and offer higher results.
Unique Feature
Modest approach to stability of capital with moderate volatility
Fund Overview
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