KSEMA – Multi Asset

KSEMA - Multi Asset

Theme Description

The portfolio is designed as an all-weather, income-anchored multi-asset strategy that combines stable cash flows, equity income, real asset yields, and inflation hedging.
Asset allocation is guided by inter-asset correlation and diversification benefits, with the objective of delivering consistent risk-adjusted returns across market cycles.
Through active asset allocation and disciplined risk management, the strategy aims to smooth return volatility, protect downside, and compound income over the long term.

Theme Policy

High-quality corporate bonds rated A+ and above, providing stable and predictable income

High-dividend equities with a dividend yield of 4% or higher, offering income with growth

REITs and InvITs , delivering regular cash flows along with long-term capital appreciation

Precious metals ETFs, serving as an effective hedge against inflation and macro uncertainty

Global ETFs, enabling geographic diversification and participation in global growth opportunities

Disclaimer

This presentation is for information purposes only and is not an offer to sell or a solicitation to buy any Securities. The views expressed herein are based on the basis of internal data, publicly available information & other sources believed to be reliable. Any calculations made are approximations meant as guidelines only, which need to be confirmed before relying on them. These views alone are not sufficient and should not be used for the development or implementation of an investment strategy. It should not be construed as investment advice to any party. All opinions and estimates included here constitute our view as of this date and are subject to change without notice. Neither Ksema Wealth Private Limited, nor any person connected with it, accepts any liability arising from the use of this information. The recipient of this material should rely on their investigations and take their own professional advice

KSEMA – Multi Asset