Baroda Pioneer Short Term Bond Fund June 2014 (An Open Ended Income Scheme) This product is suitable for investors who are seeking* Regular Income over.

Slides:



Advertisements
Similar presentations
Fixed Income- Basics SBI Mutual Fund Distributor Module.
Advertisements

Saving and Investing Tools Carl Johnson Financial Literacy Jenks High School.
The Money Market – By Prof. Simply Simple
Investme nt. What is Investment? Money you earn is partly spent and the rest saved for meeting futures expenses.
Abhishilp Opp.Vishweshwar Mahadev Temple Nr. Keshavbag Party Plot Vastrapur, Ahmedabad Phone: ,
To play, start slide show and click on circle Yellow OrangeGreenPurplePink
McGraw-Hill/Irwin © 2008 The McGraw-Hill Companies, Inc., All Rights Reserved. Asset Classes and Financial Instruments CHAPTER 2.
Unit 5 Microeconomics: Money and Finance Chapters 11.2 Economics Mr. Biggs.
What is mutual fund A Mutual Fund is a special type of investment institution which collects or pools the savings of the community and invests large funds.
A Project Report Presentation On “ SBI Mutual Fund”
Key Highlights Accrual based product with focus on interest income through buy & hold strategy Investment in good quality rated corporate bonds Rigorous.
Bonds Add in bond interest ex from book. Bonds Unit 7 - Investing.
Investment and Financial Services: What Every Financial Educator Should Know.
Excerpts from: Kiplinger’s Invest Your Way To Wealth 5 Keys to Investing Success.
Michipicoten Settlement Trust Trustee Investing September 21, 2012 Heather Richardson, Executive Trust Officer.
Mutual Funds Aim: Why do people invest in mutual funds? Do Now: What are some of the major problems/risks that come with investing in the stock market?
ECON305, Maclachlan, Fall 2006 Money & Banking Introduction Chapters 1 & 2 Week 1.
Chapter 11 In-Class Notes. Types of Investments Mutual funds Exchange traded funds Stocks Primary versus secondary market Types of investors: institutional,
Mutual Funds and Hedge Funds Industry Research Fund Industry.
A certificate issued by a bank depositing money in an account for a specified period of time (often six months, one year, or two years); a penalty is.
STOCKS AND BONDS Investments. Stocks – a security that is an investment in a company and represents a claim for part of that companies public assets.
Investment Vocabulary. Appreciation O An increase in the basic value of an investment.
ATLAS INTEGRATED FINANCE LTD GSEC Debt ETF. LIC NOMURA MF G-SEC LONG TERM EXCHANGE TRADED FUND An Open Ended, Index Linked Exchange Traded Fund This product.
BY: Scott Whittenberg, Reece Jones, Jared Newby.  A mutual fund that buys a combination of common stock, preferred stock, bonds, and short term bonds,
Financial Assets (Instruments)
Copyright © 2003 by South-Western/Thomson Learning. All rights reserved. CHAPTER 16 Securities Firms, Mutual Funds, and Financial Conglomerates.
Business in Action 7e Bovée/Thill. Financial Markets and Investment Strategies Chapter 19.
Bonds and other financial assets
by by Financial Markets The place where entities with surplus funds and those requiring funds transact business. The financial market comprises: Money.
Ms. Lewis Personal Finance. General Overview There are no sure things when investing Any investment has a certain degree of risk Most securities are not.
The Montgomery Institute Investment Proposal December 2013.
I. Types of Investments Buying stock
Copyright T. Rowe Price. All Rights Reserved. T. Rowe Price Retirement Funds Date Copyright T. Rowe Price. All Rights Reserved.
FNCE August Function of Financial Markets.
Revise Lecture 9. Q1: What is capital market? Revise Lecture 9 Q2: What is primary and secondary markets?
Equity Funds – Investor willing to undertake risks…offers maximum returns. Debt Funds – Investors who prefer regular income and safety. Gilt Funds - Medium.
Prudential Balanced Fund (PRUBF1) November 2011 Fixed information Licensed Date: 5 October 2006 Listing date: 4 December 2006 Base Currency: VND Tenure:
The Financial Survival Guide to Retirement Investment In Practice.
Long Term Investing 401K’s, IRA’s, Mutual Funds.
Portfolio Management for Institutional Investors. Banks. Jakub Karnowski, CFA Portfolio Management for Financial Advisers.
CHAPTER 11 FINANCIAL MARKETS. SAVING AND INVESTING SECTION ONE.
HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC Basics of Mutual Fund Investing Catalogue code: B18 Full presentation or module? Presentation.
PORTFOLIO MANAGEMENT.
Asset Allocation What is it and how can you benefit? Insurance Concepts.
The Financial System. Introduction Money – Medium of exchange – Allows specialisation in production – Solves the divisibility problem, i.e. where medium.
A Fund for Future Medical Expenses Use the “Medical Advantage Feature” of ICICI Prudential Savings Fund to seamlessly pay for your planned and unplanned.
Page 1 Financial Institutions and Investments. Page 2.
 Hedge Funds. The Name  Act as hedging mechanism  Investing can hedge against something else  Typically do well in bull or bear market.
1 Collective Investment Schemes: Statistics December 2009.
1 1 1.
For Internal Use Only / Not for Distribution to the Public Not FDIC Insured | May Lose Value | No Bank Guarantee.
Understanding Modified Duration. Let’s say I am a stockist of winter clothes such as sweaters and mufflers. In anticipation of a good winter, I have stocked.
Stock Terminology (continued) Investors make money in stocks in two ways: –Dividends Companies may make payment to shareholders as part of the profits.
STRIKING A BALANCE How balanced funds may help investors to stay the course toward achieving their long-term goals Name Title Firm The views expressed.
Money Watch Investment Company Financial Investment Advisors Work to Make Your Money Grow.
ALTERNATIVE Calamos Market Neutral Income and Convertible Funds versus Strategic Income Funds Selection based on funds with Strategic Income/Risk.
Presented by StanCorp Equities, Inc., member FINRA
Presented by StanCorp Equities, Inc., member FINRA
Analyze ICICI Prudential Mutual Fund Schemes Performance
Bank of Montreal CI C. A. P. I. T. A. L
Central Bank of Iceland
Basics of Mutual Fund Investing
UNRAVELING YIELD CURVE
INVESTMENT OPPORTUNITIES
Franklin Templeton Mutual Fund Offering High Quality Investment Solutions.
Presentation on UTI Fixed Term Income Fund Series X - I (252 days)
Top 5 Schemes of SBI Mutual Fund Ready...Get...Set....Go Returns!!!
Asset & Liability Management
Financial Service Solutions
Presentation transcript:

Baroda Pioneer Short Term Bond Fund June 2014 (An Open Ended Income Scheme) This product is suitable for investors who are seeking* Regular Income over short term Investment predominantly in Money Market (i.e. CP/CDs) and short term debt market instruments. Low Risk (Blue) *Investor should consult their financial advisers if in doubt about whether the product is suitable for them † Note: Risk may be represented as: (Blue) - Investors understand that their principal will be at low risk (Yellow) - Investors understand that their principal will be at medium risk (Brown) - Investors understand that their principal will be at high risk

BP Short Term Bond Fund: AUM

BP Short Term Bond Fund: Modified Duration and Maturity Profile

BP Short Term Bond Fund : Dynamic Asset Mix

BP Short Term Bond Fund: Current Strategy and Positioning The portfolio is likely to maintain duration in the range of 0.8 to 1 year. Our portfolio may comprise of two major components viz. core and satellite. In core we are likely to have CPs of residual maturity of 1 year. In addition, in the satellite part we may take exposures in Bank CDs and NCDs with residual maturities of 2 to 3 years. The allocation between Bank CD and NCD will depend on overall interest rate outlook and spreads between CDs and NCDs. *Data as on 30 TH May 2014 As on 30 TH May 2014

Thank you Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.