NFO: TRUST MF Short Term Fund

By Morningstar |  14-07-21 | 

TRUST Asset Management Company announced the launch of its New Fund Offer (NFO) – the TRUSTMF Short Term Fund which aims to build a portfolio of the highest-rated issuers for investors to benefit from the persistent steepness in the Yield Curve in the 1-3 year segment.

The NFO will be open for subscription from July 20, 2021, to August 3, 2021, and will be managed by Anand Nevatia. This is the third launch from TRUST Mutual Fund.

Key features:

  • Focus on quality investible universe of filtered AAA issuers
  • Steepness in the Yield Curve combined with Roll Down opportunity may provide an opportunity to generate capital gains and some cushion against Yield increase
  • Current curve far steeper than historical averages providing better opportunities
  • Focus on Consistent risk adjusted returns in back testing of Model Portfolio by CRISIL.
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