Qauntree Private Limited
S&A/QPL/2022-60
Subscription fee of Rs. 50 per month (waive off till July-2023).
Quantree Private Limited studies research papers and documents various asset allocation algorithms & strategies. Algorithms are further developed & adapted to suit the Pakistani market conditions.
Proprietary liquidity filters are applied to select Stocks & ETFs & that are liquid.
The final screened Stocks & ETFs are then weighted according to the selected asset allocation algorithm.
A recurring subscription fee of Rs 50 is charged every month. You can invest & redeem multiple time in this theme during the month. Subscription fee is charged on your first investment and subsequently every month if you remain invested.
All Stocks & ETF-based asset allocation strategies are checked for historical outperformance over a minimum of 10 year period. Only consistently outperforming asset allocation models are selected.
This strategy has a monthly rebalance schedule. Every last trading day of the month, the research team reviews this strategy and realign the weights with the selected asset allocation strategy for the next month.
FinPocket is the execution partner, themes are purchased and sold only on your instructions expect for the monthly rebalance of the portfolio which happens automatically.
A theme is a basket of stocks/ETFs weighted intelligently based on a particular objective or a strategy. Themes are created by SECP registered entities like Brokers, Investment Advisors & Research Analysts. FinPocket provides technology solutions and related back end infrastructure to SECP registered intermediaries for facilitating transactions in themes through our digital platform. All information present on FinPocket is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy. Past performance does not guarantee future returns and performance of themes are subject to market risk. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investor should understand that their investment decision is based on personal investment needs and risk tolerance, and performance information available on FinPocket is one amongst many other things that should be considered while making an investment decision. Fortune Securities Limited have the right to deduct the monthly subscription fee directly from your equity trading account. The deduction of details will be available in your ledger history.
