ICICI Prudential PMS Wellness Portfolio

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

 

ICICI Prudential PMS Wellness Strategy

Investment Objective: ICICI Prudential PMS Wellness Strategy (the “Wellness Strategy”) aims to provide long term capital appreciation and generate returns by investing in all important segments of Wellness which primarily comprises remedial wellness and preventive wellness.

image Investment Strategy

  • The Wellness Strategy aims to provide long term capital appreciation and generate returns by investing in important segments of Wellness which primarily comprises of remedial wellness and preventive wellness.
  • The Portfolio Manager aims to follow market capitalizations agnostic approach.
  • The Wellness Strategy will aim to have an optimal diversification across stocks, with the opportunity to be overweight in certain stocks, aiming to potentially generate higher alpha.
  • The Wellness Strategy will not be limited by any particular investment styles and has the flexibility to choose between stocks across investment styles.
  • May aim to use cash as hedge against sharp declines in equity in an endeavour to protect the Portfolio.

image Basis for Selection of Securities

The Portfolio manager under the Wellness Strategy selects equity and related securities relevant to the theme of wellness which includes remedial and preventive wellness.

image Strategy Features

  • Portfolio Term
  • Open - Ended
  • Minimum Ticket Size
  • Rs. 50 Lacs
  • Investment Horizon
  • 5 years and above
  • Benchmark Index^
  • S & P BSE Healthcare Index
The details pertaining to the investment approach mentioned herein is a subset of details specified in the Disclosure Document. Kindly refer the Disclosure Document for the detailed investment approach and strategy specific risk factors before investing.
*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 Portfolio Manager reserves the right to change the Benchmark of the Strategy 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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