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Capital Preservation Portfolios
Mutual Fund Portfolios
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Capital Preservation
A portfolio of mutual funds which pre-dominantly invests in fixed income securities like bonds, treasury bills, etc. with a small exposure to equity. These funds are ideal for investors who want low volatility along with some equity exposure.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Conservative | 1.41% | 5.51% | 7.95% | 6.72% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Moderate | -0.68% | 3.76% | 9.52% | 7.87% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Aggressive | -1.63% | 3.18% | 10.57% | 8.61% |