Balanced PMS by Barclays Securities: Returns, AUM & Details
Barclays Securities (India) Private Limited • Multi Asset
Balanced is a multi asset portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 26 Aug 2022. It manages ₹7.81 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +15.21% over 1 year (+8.87% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹7.81 Cr
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹7.81 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
26/08/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+3.82%
3 Months
+8.38%
1 Year
+15.21%
Since Inception
+8.87%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.