In a market marked by volatility and uncertainty, investors are increasingly turning to multi-asset funds as a way to diversify and manage risk. But is this the right time to invest in them?
Join us for an in-depth discussion on multi-asset funds, where we’ll explore what they are, how they compare to single-asset funds, and whether they offer a viable strategy for hedging against inflation and currency fluctuations. We’ll also examine the role of gold and silver in a long-term investment portfolio and provide key parameters to consider when selecting the right multi-asset fund for your needs.
\Whether you're a seasoned investor or exploring new opportunities, this Investors' Hangout will offer valuable insights to guide your decisions.
𝗖𝗵𝗮𝗽𝘁𝗲𝗿𝘀 :
00:04 Introduction
00:30 What are multi-asset funds?
01:09 How do multi-asset funds compare to single-asset funds in terms of returns and risk in the current market environment?
03:36 Does investing in gold and silver make sense for a long-term investor?
05:15 Are multi-asset funds viable for hedging against inflation and currency fluctuations?
06:06 What parameters should investors consider when selecting a multi-asset fund?
07:16 Viewer's Question: In view of new tax rules, can we allocate our debt portfolio to multi-asset funds? If so, what are your recommended funds? Some have less than 65% equity. Will they be a better choice?
08:36 Key Takeaways
Here are the key takeaways:
- Multi-asset funds invest across various asset classes, including equities, debt, REITs, InvITs, gold, and silver.
- Multi-asset funds provide a convenient way to achieve diversification through a single investment, spreading risk across multiple asset types.
- Markets typically rise gradually but can experience sharp declines. This volatility can be concerning for those holding only equities.
- Multi-asset funds are often structured to be tax-efficient, enhancing their appeal as a diversified investment option.
- Choosing funds with clearly defined and consistent allocation principles is important. Funds that adhere to their pre-stated allocation and involve regular rebalancing are preferable.
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Thank you for Watching: Is now the right time to invest in multi-asset funds? | Insights from Dhirendra Kumar
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