Waterfield Financial And Investment Advisors Private Limited • Multi Asset
Nucleus "Multi-Asset" Capital Compounder is a multi asset portfolio management service (PMS) strategy run by Waterfield Financial And Investment Advisors Private Limited, launched on 14 Feb 2023. It manages ₹366 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +11.75% over 1 year (+11.87% 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 | +6.98% |
| 3 Months | +1.22% |
| 1 Year | +11.75% |
| Since Inception | +11.87% |
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.
Book an intro callNucleus "Multi-Asset" Capital Compounder has a 1-year return of +11.75% and +11.87% since inception. Past performance is not indicative of future results.
Nucleus "Multi-Asset" Capital Compounder manages ₹366 Cr of client assets.
The minimum investment for Nucleus "Multi-Asset" Capital Compounder is ₹50 Lakhs.
Nucleus "Multi-Asset" Capital Compounder was launched on 14 Feb 2023. It has a 3-year track record.
Description
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