Banyan Yield Plus Portfolio – Liquid Strategy
This is our core Liquid portfolio strategy that has mostly fixed income securities and certain special situations such as tender offers, demerger, special dividends, etc.
To earn current yield higher than majority of other fixed income products like fixed deposits, fixed maturity plans, etc. on an after-tax basis while maintaining liquidity and safety of capital.
Concentrated portfolio of select fixed income securities at core (60% to 100% allocation) to optimize credit risk through diversification across different issuers and across different time horizons. Special situations (0% to 40% allocation) are tactical short-term event-driven opportunities with low risk to reward ratio to enhance portfolio return.
Minimum 3-months
Category Average of the Arbitrage Funds.
30-days