Introduction
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Fact Sheet
The ICICI Securities Sterling PMS is a client centric offering; Fund of Funds strategy which invests across asset classes through Direct Mutual Funds and ETFs aiming to generate better risk adjusted returns for your investors with a disciplined investment approach.
The strategy is offered for 5 different risk profiles, making it a suitable solution for all kinds of investors. The strategy aims to generate returns using 3 pillars –
- Asset Allocation viz Equity vs Debt vs Gold vs Global Equity
- Market Cap Allocation viz Large vs Mid vs Small cap
- Fund manager selection viz choice of AMC, Active vs Passive, Multi-cap fund vs Flexi-cap fund etc.
ICICI Securities Sterling PMS Provides
- Complete transparency and no conflict of interest.
- Investment in active and passive strategies.
- Alpha generation through disciplined approach.
- Active asset allocation in Equity & debt.
- Investments in direct plan.
- Dynamic allocation between Mid, Small and Large cap segment.
The strategy is available in 5 different risk profiles