Mekysion LifePath Target Date Fund 2060
Mekysion LifePath Target Date Fund 2060 Your Path to a Secure Financial Future Fund Overview The Mekysion LifePath Target Date Fund 2060 is a future-focused investment solution tailored to help investors grow their wealth steadily as they move toward the year 2060. This fund strikes the perfect balance between growth and income while adapting to evolving market conditions, making it the ideal choice for long-term investors who aim to secure their financial future. Investment Policy 1. Core Allocation • 50-70% Fixed Income Securities: A strategic blend of government and non-government bonds to ensure stability. • Balanced Equity Investments: Diversified exposure to growth-driven equity securities for capital appreciation. 2. Collective Investment Schemes (CIS) • 70%+ Allocation: Investments are primarily focused on index trackers and index-based funds to achieve diversified growth. • Global Exposure: The fund invests across equities, fixed income, and commodities (up to 10%) to provide a worldwide portfolio balance. 3. Direct Investments • Flexible Investments: Allocation in equities, fixed income, money market instruments, and cash/cash equivalents for liquidity and adaptability. • Quality Fixed Income: Focus on both investment-grade and non-investment-grade securities for optimized, balanced returns. 4. Derivatives Use • Sophisticated strategies are employed to manage risk, reduce costs, generate income, and hedge against currency fluctuations, ensuring stability and growth in volatile markets. Why Choose This Fund? The Mekysion LifePath Target Date Fund 2060 is meticulously designed for investors planning for long-term goals such as retirement or wealth building by the year 2060. Through a combination of stability, global exposure, and strategic asset allocation, this fund ensures steady and sustainable growth with well-managed risks.
Years |
30 |
---|---|
Growth Rate |
12 |
Investment Value |
1,25,00,000 |