Waterfield Financial And Investment Advisors Private Limited • Debt
Nucleus "Fixed Income" Accrual Portfolio is a debt portfolio management service (PMS) strategy run by Waterfield Financial And Investment Advisors Private Limited, launched on 14 Feb 2023. It manages ₹1.64 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +3.50% over 1 year (+5.55% 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 | +0.69% |
| 3 Months | +1.07% |
| 1 Year | +3.50% |
| Since Inception | +5.55% |
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 callNucleus "Fixed Income" Accrual Portfolio has a 1-year return of +3.50% and +5.55% since inception. Past performance is not indicative of future results.
Nucleus "Fixed Income" Accrual Portfolio manages ₹1.64 Cr of client assets.
The minimum investment for Nucleus "Fixed Income" Accrual Portfolio is ₹50 Lakhs.
Nucleus "Fixed Income" Accrual Portfolio was launched on 14 Feb 2023. It has a 3-year track record.
Description
All Waterfield Financial And Investment Advisors PMS strategies →Browse all PMS strategies in India →