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Gaurav Goyal articulates the differentiation of Canara Robeco’s new Balanced Advantage Fund at two levels:
- The Canara Robeco difference: Longer vintage than most peers with a spotless history of discharging its fiduciary responsibilities while delivering sound long term performance across asset classes
- The new BAF’s 3 factor model: Designed to strike the optimal balance between capturing upsides (80%) in rising markets while protecting downsides (60%) during sharp corrections.
He reiterates the need for the industry to be a lot more vocal on propagating hybrid solutions – especially when FOMO-struck investors are piling into thematic funds amidst heightened valuations.
The fund house has recently launched its Hybrid Specialist training and certification program and has received over 900 distributor registrations within the first week itself. Over 100 MFDs have already completed this online program and received their online certificates.
Raising awareness and expertise around hybrids within the MFD fraternity is the first important step to building distributor mindshare around hybrids, which then can result in more investor conversations and mindshare for hybrid solutions.
