NJ Freedom ETF Portfolio
Fund Snapshot
| Year of Inception | 2018 |
| Number of Stocks | 4 ETFs |
| Investment Horizon | Long Term |
| Investment Style | Rule Based Investing |
OBJECTIVE & INVESTMENT APPROACH – FREEDOM ETF PORTFOLIO
The main objective of the portfolio investment approach is to generate capital appreciation in the long term through investments in Equity oriented Exchange Traded Funds(ETFs) and Index Funds which have underlying as Indian or Foreign indices â– The proposed investment approach is as summarised below :
â– Rule-based selection
â– Focus on investing in Equity oriented Exchange Traded Funds tracking Indian or Foreign Indices
â– Currently the portfolio invests in Exchange Traded Funds that are tracking the following indices : â– NIFTY 50 – 25% â– NIFTY NEXT 50 – 25% â– NIFTY MIDCAP 150 – 25% â– NASDAQ 100 – 25%
â– Portfolio would be reviewed for re-balancing on a yearly basis unless there is a large change in the allocation by virtue of the index performance
â– The Benchmark would be NIFTY 500 TRI
Unique Feature
The IA Focuses on investing in Equity oriented Exchange Traded Funds tracking Indian or Foreign Indices
Investment Style
NJ’s Rule based investing is a propreitary model that has been developed inhouse through a credible funds management team with collective experience of over 50 plus years and an elaborate team of data scientists
