"Capital Protected Scheme" is a discretionary portfolio management service where IDLC Investments Limited will manage your fund and take all investment decisions. This is a specific structured product that includes a capital guarantee of the initial investment amount up to a set percentage (100%).
Your Portfolio Manager will adopt a clear and transparent investment process in terms of portfolio composition, stock selection, trade execution, monitoring and rebalancing.
The investment process has been carefully designed to ensure:
We adopt a Top-Down Approach to determine appropriate sector allocation and security selection to build your portfolio. We use both fundamental and quantitative analysis for managing the investments.
Your Portfolio Manager will focus on achieving long term returns at a reasonable risk through active management of your portfolio.
Your Portfolio Manager will invest only in capital market securities (both debt and equity) approved by the Securities and Exchange Commission and/or Bangladesh Bank. In order to protect the capital and increase the profit potential, funds may be invested, as a defense strategy, in quoted/unquoted debt securities, depository instruments, or fixed deposit accounts.
Prospective investors of “Capital Protected Scheme” account should appreciate that portfolio investment in capital market is subject to certain risk factors, as detailed below, which are not necessarily exhaustive or mutually exclusive:
As a client of "Capital Protected Scheme", irrespective of market condition, your principal investment amount will be 100% secured. On top of that, you will have all the benefits of the bullish market trend and even in the current market condition you can expect a sustainable growth on your portfolio in the long term.
To control volatile portfolio performance, your Portfolio Manager will judiciously apply various risk control measures. The primary paradigm of risk control has been described below:
Semi-annually portfolio and transaction statements will be given.
Out of Pocket and Third Party Charges (Central Depository, SMS charges etc.): At actual basis
* Subject to change at the discretion of portfolio Manager
Please refer to Forms and Documents for Investment to download forms.
To know more about DPM products and services, please contact us at email@example.com or call us at 16409, +8809609994352.