Multi Asset PMS

Key features

• Actively managed PMS
• Diversification across asset classes ensures stability of returns and reduces downside risk
• Opportunistic adjustments based on signals such as Equity Risk Premium further enhances returns
• No conflict of interest; investments made in Direct MF, ETF and actively traded securities
• Fund Selection based on performance consistency and cost

Fee Structure

Marcellus Fee: 0.50% Fixed Fee per annum (charged quarterly on average daily AUM)

Performance

*Marcellus Performance Data shown is net of fixed fees and expenses charged till Sept 30th (last quarter) and is net of Performance fees charged for client accounts, whose account anniversary / performance calculation date falls up to the last date of this performance period; since inception returns are annualized; other Investment returns are absolute. The calculation or presentation of performance results in this publication has NOT been approved or reviewed by the US SEC, SEBI or any other regulatory authority.

For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu, Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure.