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All Weather Equity - SmartBox Advisors

Stable cashflow and oligopolistic power combined with shine of gold+2.5% Return

Do you want to protect your portfolio from

Cyclical economic downturn

International trade war

Oil shocks

Political unrest and Currency fluctuations

Portfolio Outperformance

88%
Of time our AllWeather Strategy Outperformed Nifty50 TRI

Absolute Rolling Return
11.62%	11.73%	11.92%
2014-16	2015-17	2016-18

Annualized 3 year Return (3 Year CAGR)
11.60%	11.28%	11.31%
2012-16	2013-17	2014-18

Portfolio Asset Allocation

Portfolio Asset Allocation

Portfolio	Goldshare	Nifty 50	Nifty Next 50
A	100.00%	0.00%	0.00%
B	75.00%	25.00%	0.00%
C	50.00%	25.00%	25.00%
D	35.00%	30.00%	35.00%
E	25.00%	35.00%	40.00%
F	0.00%	100.00%	0.00%
G	10.00%	45.00%	45.00%
H	0.00%	50.00%	50.00%
I	0.00%	100.00%	100.00%

Portfolio Asset Allocation

Portfolio	RR*	Sharpe#	Beta	Correlation
A	0.63	0.11	-0.03	-0.04
B	0.73	0.25	0.23	0.37
C	0.87	0.44	0.47	0.76
D	0.92	0.51	0.62	0.88
E	0.94	0.54	0.72	0.93
F	0.84	0.45	1.00	1.00
G	0.96	0.58	0.87	0.96
H	0.97	0.60	0.97	0.96
I	1.08	0.72	0.94	0.86

Portfolio Asset Allocation

Absolute Return 1 Year
Period	2006	2007	2008	2009	2010	2011	2012
AWP	33.05%	54.71%	-42.20%	81.68%	21.04%	-14.74%	32.95%
Nifty 50	41.93%	56.80%	-51.27%	77.59%	19.22%	-22.48%	29.43%
Nifty Next 50	29.76%	77.36%	-63.12%	130.52%	18.93%	-30.78%	49.84%
Gold	21.14%	17.48%	28.94%	19.43%	24.19%	31.50%	11.70%

Period	2013	2014	2015	2016	2017	2018
AWP	1.12%	30.07%	0.60%	8.38%	30.50%	1.30%
Nifty 50	8.07%	32.90%	-3.01%	4.39%	30.27%	5.58%
Nifty Next 50	6.03%	46.35%	8.05%	8.41%	47.73%	-6.61%
Gold	-17.96%	2.18%	-7.88%	10.90%	5.95%	7.23%

Portfolio Asset Allocation

CAGR 3 Years
Period	2006-2008	2007-2009	2008-2010	2009-2011	2010-2012	2011-2013
AWP	13.33%	24.76%	17.09%	23.42%	11.67%	6.07%
Nifty 50	13.82%	22.34%	13.33%	20.35%	8.06%	4.78%
Nifty Next 50	12.92%	34.77%	23.05%	29.80%	11.33%	7.74%
Gold	18.78%	18.37%	19.94%	20.53%	18.73%	7.79%

Period	2012-2014	2013-2015	2014-2016	2015-2017	2016-2018
AWP	17.96%	9.64%	11.62%	11.73%	11.92%
Nifty 50	19.44%	11.32%	10.32%	9.60%	11.93%
Nifty Next 50	26.46%	17.07%	17.64%	17.97%	14.35%
Gold	-1.38%	-8.61%	1.70%	2.91%	7.46%

Portfolio Asset Allocation

CAGR 5 Years
Period	2006-2010	2007-2011	2008-2012	2009-2013	2010-2014
AWP	19.95%	14.93%	12.32%	17.30%	11.25%
Nifty 50	19.56%	12.46%	8.81%	16.20%	10.82%
Nifty Next 50	24.02%	18.42%	15.48%	22.38%	13.74%
Gold	16.13%	17.24%	16.63%	11.05%	8.68%

Period	2011-2015	2012-2016	2013-2017	2014-2018
AWP	8.45%	11.60%	11.28%	11.31%
Nifty 50	7.70%	11.43%	11.54%	11.21%
Nifty Next 50	12.41%	16.94%	16.71%	15.32%
Gold	3.63%	-0.21%	-1.40%	3.43%

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