INCA portfolio

Introduction of INCA

The o3 INCA portfolio is a formula driven investment approach with an objective to keep emotions out of portfolio management and keeping it low-cost. The approach has been back tested over a period of 20 years.

Who should invest and why

01

Diversification from active and passive investment strategies.

02

Unbiased factor-based investing approach.

03

Investment universe of BSE 500 companies.

04

Investment period of 3-5 years.

05

Low overlap with the benchmark, BSE 500 TRI.

06

Supportive back-testing results over a period of 20 years.

05

Low cost of investment needed for INCA.

Portfolio features

  • Equal-weighted portfolio of 25 companies

 

  • Portfolio reviewed every year to capture the inclusions/exclusions in the proprietary model

 

  • Portfolio monitored on an ongoing basis to check if any ad-hoc changes are required in case of exceptional situations like de-listing

 

  • Investment window will be open every year from October to December

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.