With equity valuations running high, risk-averse investors are maintaining their distance from the stock market. But to affluent investors seeking tax-effi cient options beyond equities, a new breed of mutual fund strategies offer compelling alternatives.
Categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction. These funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed income.
A look at categories and highlights in the top-performing schemes for taxconscious capital allocation.
