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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 | 1.32% | 5.99% | 7.4% | 7.53% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Moderate | -3.9% | 0.73% | 6.16% | 6.53% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Aggressive | -6.72% | -2.56% | 5.3% | 5.89% |