Core & Satellite Portfolios - Basics Explained
Core Portfolios
To meet the long-term needs and goals of the investor.
Long-term returns in broad alignment with the markets.
Examples
Diversified Equity / Large Cap / Mid Cap funds
Large cap ETF / Index Funds – Passive Fund
Liquid & Ultra Short term funds – Debt Funds
Satellite Portfolios
take advantage of expected short-term market movements - Tactical Asset Allocation
held for the period when the conditions are suitable.
Examples
Sector / Thematic Funds
Long term GILT Funds – Interest rates are expected to come down
Gold funds – Unstable Political Scenario
Core & Satellite Portfolio
General Idea – 80 % CORE, 20% SATELLITE
CORE –Stable / Fixed
SATELLITE – Tactical / Dynamic
Division between core and satellite portfolios will depend upon each investor’s profile.
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