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Inside 360 ONE’s Multi Asset Fund: Raghav Iyengar on Diversification, Volatility, and Smarter Investing
Manage episode 498008973 series 3488085
Raghav walks us through the fund’s asset allocation strategy, the role of the Asset Allocation Committee, and how their flexible, macro-driven approach helps manage volatility without compromising returns. He also shares insights into their SCDV-based equity selection philosophy, real-time defensive shifts, and how this fund fits into different investor profiles—from first-time savers to seasoned portfolio builders.
Key topics covered:
What makes 360 ONE’s multi-asset fund unique
Strategic asset mix: equity, debt, gold/silver, REITs/InvITs
Behavioural edge & investor suitability
Why it’s ideal for 3–5 year goals or defensive allocation
How fund managers stay flexible in a VUCA world
999 episodes
Manage episode 498008973 series 3488085
Raghav walks us through the fund’s asset allocation strategy, the role of the Asset Allocation Committee, and how their flexible, macro-driven approach helps manage volatility without compromising returns. He also shares insights into their SCDV-based equity selection philosophy, real-time defensive shifts, and how this fund fits into different investor profiles—from first-time savers to seasoned portfolio builders.
Key topics covered:
What makes 360 ONE’s multi-asset fund unique
Strategic asset mix: equity, debt, gold/silver, REITs/InvITs
Behavioural edge & investor suitability
Why it’s ideal for 3–5 year goals or defensive allocation
How fund managers stay flexible in a VUCA world
999 episodes
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