NISM-Series V-A: Mutual Fund Certification Exam Notes

Page 62 Of 63

Go to:

  • long term gilt funds will do well when interest rates are expected to decline.
  • The exposure to gold funds can be increased when inflation is high or when there are political, economic and fiscal uncertainties.
  • Conservative investors may like a very small proportion of their overall portfolio to be managed tactically.
  • A moderate investor may be comfortable with an 80 percent allocation to core investments and a 20 percent exposure to satellite or tactical portfolio.
  • An investor comfortable with taking higher risk may have an even higher exposure to tactical investments.

NISM Mutual Fund

Copyright 2015 - MODELEXAM MODELEXAM®