- Strategy Focus:The portfolio exclusively invests in RATED & LISTED debt instruments, prioritizing income generation over capital appreciation.
- Yield Potential: Targets a gross yield 300-400 bps higher than traditional FD rates, surpassing even Small Finance bank rates.
- Versatility:Positioned as an all-season product, offering superior returns relative to other debt products while effectively managing risk.
Monday, 12th August – Sundaram Alternates, a trusted name in alternative investments and a subsidiary of the Sundaram Finance Group, announces the launch of an innovative Fixed Income Debt Strategy Portfolio Management Services (PMS) named "F.I.R.S.T".
"F.I.R.S.T" stands for Fixed Income Rated Short Term Strategy, which aims to deliver a gross yield 300-400 bps higher than traditional FD rates. The "F.I.R.S.T" PMS is positioned as an all-season product, aiming to offer superior returns relative to other debt products while effectively managing risk.
The portfolio is designed to focus exclusively on investing in RATED & LISTED debt instruments, emphasizing income generation over capital appreciation.
Commenting on the launch, Vikaas M Sachdeva, Managing Director of Sundaram Alternate Assets,emphasized, "Sundaram F.I.R.S.T combines the reliability of a Fixed Deposit Plus (FD+) product with the flexibility to customize portfolios based on the risk-return appetites of our discerning customers. It aims to deliver a diversified, rated, and listed portfolio that enhances stability and liquidity, while targeting attractive risk-adjusted returns and prioritizing capital preservation. F.I.R.S.T fills a crucial gap in the asset allocation landscape by offering high-yield returns compared to conventional debt products, presenting a compelling alternative tailored to meet investor needs."
The Sundaram F.I.R.S.T Portfolio is crafted for investors seeking a debt portfolio with a low to moderate risk appetite, expecting moderate returns over a long-term horizon. It
aims to build a stable, income-generating portfolio of fixed-income bonds rated between AAA to BBB, ensuring reasonable liquidity. This strategy also caters to investors such as
UHNI/ HNI/ Family Offices, Corporate Treasuries, Pension & Insurance Cos, providing them with a risk-adjusted returns (RAR) portfolio that is well diversified, offering periodic income distributions, and focusing on capital preservation.
About Sundaram Alternate Assets
Sundaram Alternate Assets Ltd. (SAAL), an established player in the AIF space, is a 100% subsidiary of Sundaram Asset Management Company Limited (SAMC). Sundaram Alternates caters to the investment needs of high net-worth individuals (HNIs) with offerings across Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). SAMC is a wholly
owned subsidiary of Sundaram Finance Limited, a leading non-banking finance company in India. The fund management team at Sundaram Alternates collectively has over three decades of experience in Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) each, creating wealth for investors across various asset classes and investment
strategies . Strategies are built on new-age industry practices, sound operating models, data-backed research, and transparency - to give your wealth the edge it needs.
Disclaimer
There is no assurance or guarantee that the objective of the investments will be achieved. Please read the fund documents carefully before investing. For more information, please write to aifops@sundaramalternates.com.
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