Download Brochure - Bajaj Allianz
Download Brochure - Bajaj Allianz
Download Brochure - Bajaj Allianz
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What are my Investment Options and Funds?The plan variant <strong>Bajaj</strong> <strong>Allianz</strong> Life Assure Plan - Sure provide you with an opportunity to invest in the AssuredReturn Fund.The investment objective of this fund is as follows:Assured Return Fund - Risk Profile – Medium(SFIN: ULIF06127/01/11ASSRDRETRN116)The investment objective of this fund is to provide capital appreciation by investing in a suitable mix of debtand equities. The fund strategy would be to invest in following mix of assets:Indicative Portfolio Allocation:Equity & Equity Related Instruments : 0% - 50%Debt & Debt Related Instruments : 0% - 100%(a)Mutual Funds and Money market instruments : 0% - 40%(a)Mutual fund exposure will be as mandated by the IRDA guidelinesThe exposure to money market securities may be increased to 100%, keeping in view market conditions,market opportunities, and political, economic and other factors, depending on the perception of theInvestment Manager. All changes in the asset allocation will be with the intention of protecting the interests ofthe Policy holders.If there is any cancellation of units under the Assured Return Fund due to any reason, the same would be atprevailing unit price.The plan variant <strong>Bajaj</strong> <strong>Allianz</strong> Life Assure Plan - More provides you with two unique portfolio strategies,which can be chosen at the inception of your policy or on any subsequent policy anniversary:Investor Selectable Portfolio StrategyWheel of Life Portfolio Strategya) Investor selectable Portfolio Strategy: If you want to allocate your premiums based on your personalchoice and decision, you can opt for this strategy and chose from among the seven (7) funds below to suityour investment needs.I) Equity Growth Fund II- Risk Profile – Very High (SFIN: ULIF05106/01/10EQTYGROW02116)The investment objective of this fund is to provide capital appreciation through investment in selectedequity stocks that have the potential for capital appreciation.Indicative Portfolio Allocation:Equity : Not less than 60%Bank deposits and *Money market instruments : 0% to 40%