Lakson Asset Allocation Developed Markets Fund

Investment Objective

The investment objective of the Lakson Asset Allocation Developed Markets Fund is to provide long-term capital appreciation by investing in a mix of domestic debt and developed markets securities.

Investor Profile

Retail, Institutional and High Net Worth investors who want to take an exposure in the Developed Markets.

Category Asset Allocation

The LAADMF can invest up to 100% of the assets in domestic debt markets and up to 30% (or USD 15 million) in international equity markets.

Returns as at September 30, 2018



Past 3 month Returns As on October 31, 2018



Investment Committee

Rating 


5 Star

(JCR-VIS) has assessed the fund performance rankings of Lakson Asset Allocation Developed Markets Fund for the one year period ended 31 Dec 2017.



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Performance Analysis: Monthly Returns***

LAADMF vs. Benchmark***

As on October 31, 2018



As on October 31, 2018



Asset Allocation (%)



Asset Allocation Instruments (as % of  total assets)


As on October 31, 2018











Disclaimer

All investments in Mutual Funds are subject to market risks. The NAV of units may go up or down based on the market conditions. Past performance is not necessarily indicative of future results. The investors are advised in their own interest to carefully read the Offering Document in particular the investment policies in Clause 2.2 and risk disclosures and warning statements in contained in Clause 2.11 and part 11 in the respective Offering Documents.