Prudent Corporate Advisory Services Limited · NSE:PRUDENT
Prudent Corporate Advisory Services — HDFC Gold Fund — Investor Presentation (May 2012)
13 slides from Prudent Corporate Advisory Services's investor presentation, May 2012
Slide 1: HDFC Gold Fund
HDFC Gold Fund (An open ended Fund of Fund Scheme investing in HDFC Gold Exchange Traded Fund)
Slide 2: Gold is a wonderful thing - Columbus quote
“Gold is a wonderful thing! Whoever possesses it is the lord of all he wants. By means of gold one can even get souls into Paradise” - Columbus, 1503
Slide 3: Gold as an investment avenue
a Gold as an investment avenue PMUTUAL FUND |
Slide 4: Why invest in Gold?
Why invest in Gold? To effectively diversify the portfolio
Slide 5: Presenting HDFC Gold Fund
Presenting HDFC Gold Fund (An open ended Fund of Fund Scheme investing in HDFC Gold Exchange Traded Fund) Investing in Gold Simplified
Slide 6: HDFC Gold Fund is suitable for the following types of investors
HDFC Gold Fund* is suitable for the following types of investors: Investors looking for a exposure to gold as an asset class Investors who find investing in Gold ETFs cumbersome Small investors who cannot approach the mutual fund directly in a Gold ETF because of the lot creation size Investors who
Slide 7: Comparison of HDFC Gold Fund with Physical Gold
Comparison of HDFC Gold Fund (HGF) with Physical Gold (An illustrative chart) Parameter Jeweller Bank HGF How gold is held Physical (Bars / Coins) Physical (bars / Coins) Units Pricing Differs from one another. Neither Differs from bank to bank. Not Linked to the prices of HDFC Gold ETF. transparent
Slide 8: Product Features
Product Features Type of Scheme An Open Ended Fund of Fund Scheme investing in HDFC Gold Exchange Traded Fund Investment To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund ( HGETF) Objective Liquidity The Scheme being offered is open-ended scheme and will offer Unit
Slide 9: Product Features (Contd.)
Product Features (Contd.) Minimum Purchase ( including switch in ): ` 5000 and any amount thereafter Application Amount Additional Purchase (including switch in): `1,000 and any amount thereafter SIP Purchase: Minimum Amount per installment Monthly SIP : `500/- and in multiples of `100/- Quarterly S
Slide 10: Asset Allocation Pattern
Asset Allocation Pattern The broad asset allocation of the Scheme’s portfolio to be followed under normal circumstances: Indicative Allocations (% of Total Assets) Type of Assets / Instruments Risk Profile Minimum Maximum Units of HDFC Gold ETF 95 100 Medium to High Reverse repo and /or CBLO and /or
Slide 11: Disclaimer
DISCLAIMER: The information contained in this presentation is for general purposes only and is not meant to serve as a professional advice for the readers and therefore, should not be construed as investment advice to any party. The information/ data herein alone is not sufficient and shouldn’t be u
Slide 12: Standard Risk Factors
Standard Risk Factors: All mutual funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objectives will be achieved and the NAV of the Scheme may go up or down depending upon the factors and forces affecting the securities market. Past performan
Slide 13: Thank You
Thank You