Скачать с ютуб What is a Conservative Hybrid Fund?| Who should Ideally invest in them? в хорошем качестве

What is a Conservative Hybrid Fund?| Who should Ideally invest in them?

Conservative hybrid funds invest a minimum of 75% to 90% in a debt portfolio and 10% to 25% of total assets in equity and equity-related instruments. The debt component is conservatively managed with the focus on generating regular income, which is generally paid out in the form of a periodic dividend. The credit risk and interest rate risk are taken care of by investing into liquid, high credit rated and short term debt securities. The allocation to equity is kept low and primarily in large-cap stocks, to enable a small increase in return, without the high risk of fluctuation in NAV. These attributes largely contribute to accrual income in order to provide regular dividends. Debt-oriented hybrids are designed to be a low-risk product for an investor. These products are suitable for traditional debt investors, who are looking for an opportunity to participate in equity markets on a conservative basis with limited equity exposure. These funds are taxed like debt funds. There are more than 35 mutual fund schemes in the conservative hybrid category. If you are a conservative investor who wants a little exposure to equity to earn a little extra return, you should opt for conservative hybrid schemes. It is always better to invest in them with an investment horizon of a little over three years. One can invest in all MF schemes through Myway Wealth. Features of Myway Wealth 1. Invest in Direct Mutual funds, with 0% commissions and No Fees. 2. Get your risk covered by periodically balancing your portfolio. 3. Invest in funds which have constantly outperformed the market. MyWay Wealth recommendation engine is built on top of scientific financial models and years of historical market data. 4. Switch your regular funds to direct in a few clicks, and get superior returns for your investments. 5. Get access to superior, advance and smart fund reports. 6. Remain in touch with your portfolio, and make wise decisions with portfolio alerts. Speaker Info: Ashish Kumar, He is currently Vice President at MyWay Wealth and with over a decade of experience in Insurance, wealth management, and Sales management. Key strengths include communication, customer relationship management, and effective leadership qualities. Hard working and driven with a strong sense of discipline. innovative, intuitive and quick to grasp new concepts that are demonstrated by a range of work experiences, interests and achievements. You can reach out to him at [email protected] Download android app: http://bit.ly/2OMEWvn Download ios app: https://apple.co/2PVqN2C Check out our Facebook Page:   / mywayw   Check out our website: http://mywaywealth.com/ Check out our twitter:   / mywaywealth   Check out our Insta handle:   / myway_wealth