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ICFS MULTI-STRATEGY FUND A Category III Alternative Investment Fund

  • ICFS MULTI-STRATEGY FUND | KEY FEATURES

    Access to multiple themes

    • Access to multiple investment themes in a single portfolio
    • Leverage from multiple investment strategies in one portfolio

    Diversification Benefits

    • Well diversified portfolios across sectors and market capitalization
    • Flexibility to modify allocation based on internal evaluation and changing macroeconomic conditions

    Advisor selection through in-house expertise

    • Advisor selection by experienced fund management team
    • Disciplined investment monitoring and rebalancing

    Operational convenience

    • Ability to rebalance portfolio in a cost efficient manner
    • Seamless execution without any impact costs (exit loads) and operational hassles of multiple products.

    INVESTMENT PROCESS

    Theme Selection

    • Selection of different themes based on internal research, evaluation and macro-economic factors

    Advisor Selection

    • Appoint Advisors with strong track record for providing research and non- binding advice
    • Leverage ICFS group’s network to access the best advisors

    portfolio Construction

    • Allocation across various themes by ICFS AMC investment team
    • Min allocation to a single theme: 20%
    • Max allocation to a single theme: 40%

    Ongoing Monitoring

    • Ongoing review of portfolio and regular rebalancing to capitalize on changing macro -economic conditions

    portfolio Selection Process

    • Stocks under ICFS AMC coverage + Research Ideas from Advisors
    • ICFS AMC Fund Manager + ICFS Investment Team Shortlist ideas from combined pool
    • Final portfolio: Diversified across market-cap and strategies (40-50 stocks)

    ADVANTAGES OF A MULTI STRATEGY FUND

    Optimal portfolio Selection

    • portfolio selection based on in-house expertise
    • Disciplined investment implementation
    • Diversification across market caps

    Continuous Monitoring

    • Allocation based on internal evaluation & change in macro- economic outlook
    • Ongoing portfolio evaluation by the highly experienced investment team

    Flexibility

    • Flexibility to modify allocations dynamically with market changes
    • Cost effective as all changes are in same portfolio and not different schemes