Product
NJ Global Opportunities Fund A1NJ Global Opportunities Fund shareclass A1 (NJGOF) objective is to generate long term capital growth by investing in mutual funds registered in India, generate superior returns over all market cycles as compared to its benchmark indices
NJGOF will invest into Indian Domicile top performing Indian Mutual Fund schemes managed by the Expert fund managers
NJGOF will dynamically manage the Asset allocation between equity & debt to generate superior returns
Dynamic Asset Allocation: The Asset Allocation between equity and debt would vary depending on the risk in the equity market : Higher the risk, lower will be the allocation into equities and vice versa.
Strategies for NJGOF A1Two strategies (1) Asset Allocation (2) Scheme Selection proven as a key differentiator in the generating superior risk adjusted returns in NJGOF & outperforming the benchmark
Asset AllocationInvestors invested bulk of their money during the peak period but invested marginally when market fell which was great time to create wealth
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Elemination of Psyche & Emotions as Investors tend to fall in the trap taking incorrect decision as clearly visible in the table
Scheme Selection5 Years Rolling Returns of Diversified Equity Schemes
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There is considerable difference in the performance of Top 25% & bottom 25% schemes. Table clearly shows the importance of scheme selection
Better scheme selection & fund manager selection one of the key factor to generate superior returns of the portfolio