Barclays Securities (India) Private Limited • Multi Asset
Barclays Discretionary Multi Asset Class Moderately Aggressive is a multi asset portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 29 Sep 2023. It manages ₹63.82 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +11.06% over 1 year (+10.49% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +6.57% |
| 3 Months | +0.25% |
| 1 Year | +11.06% |
| Since Inception | +10.49% |
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.
Book an intro callBarclays Discretionary Multi Asset Class Moderately Aggressive has a 1-year return of +11.06% and +10.49% since inception. Past performance is not indicative of future results.
Barclays Discretionary Multi Asset Class Moderately Aggressive manages ₹63.82 Cr of client assets.
The minimum investment for Barclays Discretionary Multi Asset Class Moderately Aggressive is ₹50 Lakhs.
Barclays Discretionary Multi Asset Class Moderately Aggressive was launched on 29 Sep 2023. It has a 2-year track record.
Description
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