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Union MF’s new Multi Asset Allocation Fund comes with equity taxation (1 yr LTCG) and a healthy allocation to gold. It will start off with net equity close to the lower end of its range at 50-55%, with a further 15% in arbitrage, around 20% in gold and 10% in debt instruments.
Gold has traditionally not only served as an inflation and currency hedge – it has also often topped returns charts (4 yrs in last 10yrs) which compare equity, gold and debt.
The fund can also invest upto 10% in silver ETF, within an overall 25% cap on precious metals exposure.
Equity component will be managed with a flexicap, flexi-sector mandate.
The 10% debt allocation will be invested in a manner that seeks to harness the coming rate cut cycle optimally.
Equity allocation between 50-70% at all times. Substantial allocation to gold to hedge the portfolio. Debt @10% & Siver ETFs will be the other components. Need to watch.
