InvesQ Multicap Opportunities Portfolio
Objective – Optimise capital appreciation potential and control portfolio risk with proper proportions/ weightages of selected companies and limiting the number of stocks.
Selection of stocks
a) Top down –Sectoral tailwinds for the business that would ensure strong growth for medium term and
b) Bottom up – Happenings in/ for a company that can trigger wealth creation, example: change in management/ their strategies that could trigger sharp turnaround in profits/ cash flows; special situations like merger/ demerger/ acquisition etc; step up in business cycle.
Fee Plan
| Plan Type | Fixed Fee | Performance Fee # | Hurdle Rate # |
|---|---|---|---|
| Fixed Only | 2.50% | 0% | 0% |
| Hybrid Plan 1 | 1.75% | 20% | 10% |
| Hybrid Plan 2 | 1.25% | 15% | 0% |
# subject to a High Water Mark – charged Annually (No Catch-up)
Exit Load
Year 1 – 2%
Year 2 – 1%
No Exit Load if Redeemed after 2 Years
Indicative Tenure
3 to 5 years
Direct Onboarding
Clients also have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services.
In such cases clients can reach us by sending an email on pmsadmin@invesq.in