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Benefits to you :
Peace of mind that you’ll meet your children’s milestones /
your long term needs like retirement by comfortably
outpacing the cost of living and booking profits along the
way
Hassle free in that it you don’t need to worry about
switching across asset classes to try time the markets … you
won’t need to depend on the advice of others and worry
that they might get it wrong!
Flexibility to change course …profit
… booking means that
should you need the funds earlier than expected,
you don’t need to wait 10-20 years for a
maturity guarantee!
Smarter avenues for Growth
Dynamic Floor Fund
Ju 7
Au 07
Ju 7
Ju 7
Ja 7
Fe 7
N 6
D 6
Ja 6
Fe 7
M 7
Ap 7
O 7
N 7
D 7
7
N 7
O 7
Au 7
Se 7
Ap 7
M 7
l-0
-0
-0
-0
-0
0
-0
-0
-0
-0
0
-0
-0
0
0
annualized returns
0
p-
l-
-
n-
n-
n-
n-
b-
b-
g-
g-
r-
r-
ov
ov
ov
ec
ec
ov
ay
ay
ar
ct
ct
Ju
Past performance is
not indicative of
Delivered
future returns.
In-built dynamic asset allocation to allow for profit 26% *
booking and capital appreciation returns
Oc
100
200
300
400
500
-
t-
10
Ja
n-
0
Ap 2
r-
0
Ju 2
l -0
Oc 2
t-
0
Ja 2
n-
0
Ap 3
Nifty
I bex
r-
0
Ju 3
Balance
l -0
Call Index
Long term benefits
Oc 3
t-
0
Ja 3
n-
0
Ap 4
r-
04
Ju
l-0
Oc 4
t-
0
Ja 4
n-
0
growth
Ap 5
r-
05
Ju
l-0
Oc 5
t-
0
lower inflation,
Ja 5
n-
0
Ap 6
r-
06
higher real economic
Lower interest rates,
Ju
l-0
6
Risk and return … the efficient frontier
Aggressive
Growth
Bonds Balanced
Gilt
Investment Objective
To generate stable, real returns over the medium to longer
term, with limited downside over the short term - targeting a
gross return of WPI + 6% over rolling three years.
Investment Strategy
Strategic allocation to maximize equity exposure
Active asset management to provide ‘alpha’ (including credit)
Proprietary risk management model to control downside
Dynamic Floor Protection
100
Time
90
Maximum % Minimum %
Equities 75% 0%
Bonds & Gilts 100% 0%
Cash & 100% 0%
Floating Rate
Instruments
Profit
booking
The comfort of
a floor
DFF Performance Personality