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Unifi Mutual Fund has launched Unifi Dynamic Asset Allocation Fund. The fund house believes that the scheme is suitable for investors looking for low volatility and inflation-beating returns over an investment horizon of two years or more.
The NFO opens on March 3 and closes on March 7.
VN Saravanan, Chief Investment Officer, Unifi MF said, "The fund management team has complete discretion to allocate 0% to 100% across various segments of debt and equity in any proportion. The flexibility shall be used consciously to limit downside across economic cycles while striving to achieve consistent real returns over inflation.”
“Broadly there could be 4 cycles – Rising growth-falling inflation, rising growth-rising inflation, falling growth-rising inflation and falling growth-falling inflation. The empirically low volatile segments like government securities, AAA bonds, hedged equity and special situations arbitrage would have a fair chunk of allocation in all economic cycles. The segments like credits and diversified equity will be opportunistically considered when the economic outlook indicates rising growth and reduced when the growth projection suggests weakness. The traditional options don’t seem to deliver this proposition, pushing investors to allocate to segments that are more risky or illiquid.” Saravanan added.
