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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 | 1.47% | 5.5% | 7.66% | 6.77% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Moderate | 0.01% | 5.05% | 8.95% | 8.0% |
Returns greater than 1 year have been annualized.
| Return (%) | ||||
|---|---|---|---|---|
| Portfolio Name | 6 Month | 1 Year | 3 Year | 5 Year |
| Capital Preservation - Aggressive | -0.36% | 5.45% | 9.91% | 8.82% |