Liquid STP

Introduction of Liquid STP

The Liquid STP Investment Approach's objective is to primarily invest the client’s capital in the units of Liquid Funds, Liquid ETFs, Overnight Funds or simply as bank balance and further transfer the capital in systematic tranches to the Investment Approach selected by the client.

 

Investors can avail themselves of this facility by choosing either 5 monthly instalments (20% of the intended capital) or 10 fortnightly instalments (10% of the intended capital) for their capital deployment.

sTP PROCESS

ILLUSTRATION ON FUNCTIONALITY OF STP MODULE

  1. Investor's switch process will be defined based on the selection:

    a) Monthly: 20% of the capital

    b) Fortnightly: 10% of the capital
  2. Application received before the last business day of the month would be considered for deployment on 1st or 15th of the subsequent month.
  3. Period: 5 Months Illustration given as below:
Day From Day To Typical Deployment Day Deployment in Chosen Equity Investment Approach Balance Deployment in Liquid ETF
1 30 on 1st or 15th of the month 20% 80%
31 60 on 1st or 15th of the month 40% 60%
61 90 on 1st or 15th of the month 60% 40%
91 120 on 1st or 15th of the month 80% 20%
121 150 on 1st or 15th of the month Balance (including capital gain) 0%

For more information, you may email us at pmsassist@buglerock.asia or 

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direct Onboarding route

All clients have an option to invest in the above products / investment approaches directly, without intermediation of persons engaged in distribution services.

Disclaimer

The information provided on this platform is for informational purposes only and does not constitute investment advice, an offer, or solicitation to buy or sell any financial instruments. Asset management services involve risks, including potential loss of capital. Investors are advised to carefully assess their financial objectives, risk tolerance, and consult with a professional advisor before making investment decisions. Past performance is not indicative of future results. BugleRock Capital and its affiliates disclaim any liability for any direct or indirect loss arising from the use of this information.