Barclays Securities (India) Private Limited • Debt
Barclays Discretionary Treasury Advantage is a debt portfolio management service (PMS) strategy run by Barclays Securities (India) Private Limited, launched on 27 Jul 2021. It manages ₹18.3 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +5.90% over 1 year and +6.49% over 3 years (+5.71% 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 | +0.63% |
| 3 Months | +2.97% |
| 1 Year | +5.90% |
| 3 Years | +6.49% |
| Since Inception | +5.71% |
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 Treasury Advantage has a 1-year return of +5.90%, a 3-year return of +6.49% and +5.71% since inception. Past performance is not indicative of future results.
Barclays Discretionary Treasury Advantage manages ₹18.3 Cr of client assets.
The minimum investment for Barclays Discretionary Treasury Advantage is ₹50 Lakhs.
Barclays Discretionary Treasury Advantage was launched on 27 Jul 2021. It has a 4-year track record.
Description
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