Aquila is a multi-asset portfolio that seeks to invest in mutual funds (debt, equity, others), ETFs, stocks, NCDs, bonds, other fixed income products, REITs, InvITs and other such financial products through a PMS route to provide stable returns with low volatility.
Importance of Asset Allocation
When you diversify your investments over different asset class, your risk gets diversified, so if some particular asset class is not performing well, it will affect only that part of your portfolio and not whole of it. The graph depicts the volatility across asset classes. For instance, anyone who was heavily invested in Equity around start of 2008, saw his investments go down by 40-60%.
Optimal Asset Allocation is The Key To Long Term Performance
Why invest in Aquila?
Holistic approach to portfolio management
Depending on the risk profile of the investor, the portfolio will decide on the optimum scientific allocation towards debt, equity and gold. Apart from the scientific asset allocation, there will be opportunistic macro plays – reflected in tactical changes to asset allocation as well as through a part kept aside for the opportunistic plays.
Access to useful instruments normally outside typical investor’s radar
The portfolio will invest into instruments that offer diversifying & remunerative investment options for example structured products with debt like pay out.
Regular and Periodic Execution
While investors may be aware of the opportunities across asset class, they may lack the conviction to act decisively and in meaningful manner on the same. Importantly, at times of high conviction a nominal increase / decrease in allocation (as low as +/- 10%) to an asset class, could enhance the overall portfolio returns.
Returns track record
The board of directors and investment management team of Scient Capital have over 5 years of direct experience in managing multi-asset portfolios such as Aquila.