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Trigger Portfolio Strategy –
What is an event?
3
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
Working of the strategy
Initial asset allocation
Premiums are invested in proportion given below
Income Fund
Debt, Cash
Protector Fund Min (%) 100
Max (%) 100
Gains
Protect
ezil ati pa C
Gains
7
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
Scenario 1
Equity NAV increases by
15% Fund value
Debt NAV remains the
same
11.50
Rs.1,11,250
Equity
10.75
NAV
Rs.1,00,000
10.0
0
After Rs.1,11,250
Profit Booking
78% & rebalancing Rs.1,00,000
22% Rs.11,250
Equity Debt
9.25
NAV
Rs.1,00,000
8.5
0
After
rebalancing 75%
72%
28% 25%
Equity Debt Booked
Equity Debt profits
Profits
Booked
Equity
component
increases
12
Buy
Sell equity when price is
This material is strictly meant for circulation within the organization/ solely for training and/or education of
high
low
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
ICICI Pru: Up the investment
strategy curve
14
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
Fixed Portfolio Strategy: Funds
15
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
Trigger Portfolio Strategy:
Funds
Multi Cap Growth
Fund
Equit Debt
Flexi Growth Fund Min (%) y
80 0
Max (%) 100 20
Income Fund
Debt, Cash
Protector Fund Min (%) 100
Max (%) 100
Allowed
Aftercompletion of five years &
On payment of atleast three full years
premium
Maximum upto 20% of fund value
Minimum withdrawal amount is Rs.2000
Provided free of cost
17
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
Surrender Value
18
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.
LT Maxima at a glance
20
This material is strictly meant for circulation within the organization/ solely for training and/or education of
the employees of ICICI Prudential Life Insurance Co. Ltd. or its advisors, corporate agents or brokers and
should not be further circulated or used for presentation to a prospect or general public at large.