Discretionary Portfolio
SCL Growth Portfolio
SCL Growth Portfolio is a Discretionary PMS product, under which the investment will be diversified in the equities listed in NEPSE. The product is specifically designed for those clients seeking for sharing profits only if they earn above certain hurdle rate.
Product Features:
| Minimum Investment Amount | 9,00,000.00 |
|---|---|
| Hurdle Rate | 10% |
| Performance Fees | 15% on Profit above 10% |
| Annual Maintenance Charge (AMC) | As per Agreement |
| Minimum Tenure | 2 Years |
| Profit Withdrawal Option | Yes |
| Exit Load | 1% -charged Upto first 1 year |
SCL Growth Portfolio invests principally in a well-diversified portfolio of equities listed at the Nepal Stock Exchange (NEPSE) that have premium valuation, with a promise that they justify the premium over a period of time. It is a customized investment product aimed at those investors willing to achieve higher return at higher level of risks. The product will invest in financially sound companies having a good growth potential thereby aiming at providing long term capital appreciation and constant returns to the investors.
Portfolio Companies
Up to 90% of the investments would be assigned for equity shares listed at the Nepal Stock Exchange (NEPSE) comprising of blue-chip companies and companies with high growth potential, while the remaining 10% will be kept aside as cash balances for application of IPOs/FPOs/NFOs and money market instruments.
Risk Factors
This product is suitable for those investors who seek to achieve higher growth in their portfolio and expect a higher risk appetite.
| Expected Portfolio Return | 17% - 21% |
|---|---|
| Hurdle Rate | 10% |
| Tenure | 2 Years |
*Note: While availing of the Portfolio Management services, the investment amount can be handed to the portfolio manager in a combination or solely of the following options: cash, existing stocks and a combination of both stocks as well as cash.
