ICICI Prudential PMS Wellness Portfolio

Wellness Strategy
Let your investment be the cure of all your financial insecurities

 

ICICI Prudential PMS Wellness Strategy

Investment Philosophy: A dynamic asset allocation Strategy which aims to provide long-term capital appreciation and generate returns by investing in all important segments of Wellness which primarily comprises of remedial wellness and preventive wellness. For defensive consideration the Strategy may invest in debt and money market instruments.

image Indicative Portfolio Composition

  • Equity and equity related instruments to the tune of 0-100%.
  • A focused portfolio of 15-20 ideas, agnostic to market capitalizations
  • Debt, Money Market and Cash in the range of 0-100% through money market mutual fund scheme/s for temporary investment purpose



*The strategy described herein involves risk and there can be no assurance that specific objectives will be met under differing market conditions or cycles. The investment strategy and the composition of the portfolio as stated herein is only indicative in nature and is subject to change within the provisions of the disclosure document and client agreement without any prior notice to investors. Please refer to the disclosure document & client agreement for details and risk factors.

image Investment Suitability

The Strategy is suitable for investors:

  • Seeking to enter equity markets with a positive view on Wellness primarily Preventive and Remedial wellness, through a concentrated portfolio of 15-20 stocks
  • Having an investment horizon of 2-3 years

image Strategy Features

  • Portfolio Term
  • Open - Ended
  • Minimum Ticket Size
  • Rs. 50 Lacs
  • Investment Horizon
  • 2-3 years from the date of Inception
  • Benchmark Index^
  • S & P BSE Healthcare Index
*The strategy and portfolio composition described herein involves risk and there can be no assurance that specific objectives will be met under differing market conditions or cycles. The investment strategy and the composition of the portfolio as stated herein is only indicative in nature and is subject to change within the provisions of the disclosure document and client agreement without any prior notice to investors. Please refer to the disclosure document & client agreement for details and risk factors.
^The Portfolio Manager reserves the right to change the Benchmark of the portfolio at its discretion. The composition of the Portfolio may or may not be the same as that with the composition of the Benchmark
 
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