Portfolio Management

Portfolio Management is about determining strengths, weaknesses, opportunities and threats in the choice of debt versus equity, growth versus safety, domestic versus international and other tradeoffs in the attempt to maximize return at a given risk appetite.

At Anchoria Asset Management Limited, we provide customized investment solutions tailored to clients’ specific financial objectives. We manage the fund by investing in a range of financial instruments ranging from traditional asset classes to structed financial instruments in line with clients’ investment policy. Supported by our deep understanding of the local market, our team of investment professionals identify investment solutions with competitive returns, balancing risk against performance to match clients’ risk appetite. We augment these services with robust execution capabilities.

Mutual Funds Anchoria

17/02/2020


AFIF

BID / Offer

1.18 / 1.18


AEF

BID / Offer

103.67 / 104.04


AMMF

BID / Offer

100 / 100

Our portfolio management services are classified into:

  • Discretionary:
    under this service, the choice as well as the timings of the investment decisions rest solely with the portfolio manager.
  • Non-discretionary
    under this service, the portfolio manager provides guidance on various investment options. The choice as well as the timings of the investment decisions rest solely with the investor. However, the execution of the trade is done by the portfolio manager.

Our investment strategy is focused on generating competitive returns through carefully selected investment solutions and investment in strategic asset allocation based on investor’s risk profile. Maximizing investors invested returns for a given level of risk. Strategic asset allocation where the portfolio mix is fix according to the investor’s profile. 

The advisory/management fee shall be payable to the asset manager.

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