Quantum Nifty 50 ETF · NSE:QNIFTY
Quantum Nifty 50 ETF — Quantum Mutual Fund — Investor Presentation (April 2011)
26 slides from Quantum Nifty 50 ETF's investor presentation, April 2011
Slide 1: Quantum Gold Savings Fund
QV] QUANTUM MUTUAL FUND QUANTUM Quantum Gold Savings Fund (An open ended fund of fund scheme) Pure Gold! Convenient Process! Affordable Price! www.QuantumMF.com 1
Slide 2: QL] [ andonly
QL] QUANTUM MUTUAL FUND [ andonly i Investor QUANTUM i India’s 1 “ADirect to t { Mutual] Fund__4 fficient: No Wealth Tax; Long Term Capital Gains Tax icable after 1 year www. Quantumivir’.com 2
Slide 3: About the Quantum Gold Savings Fund
QI] QUANTUM MUTUAL FUND QUANTUM About the Quantum Gold Savings Fund... An open ended Funds of Funds Scheme that invests predominantly in the units of Quantum Gold Fund (ETF). Asset Allocation Pattern: Instruments Indicative Allocation | Risk Profile (“to net assets) Units of Quantum Gold Fund 95% to
Slide 4: Liquidity, load structure, taxation and expenses
Liquidity: Purchases and Redemptions of units on all Business Days on an ongoing basis at NAV based prices Benchmark: Domestic price of gold Load Structure: Entry Load : Not Applicable Exit Load: 1.5% if redeemed or switch out on or before 1 year from the date of allotment of units Taxation: As appl
Slide 5: SIP Investment details
QI] QUANTUM MUTUAL FUND QUANTUM SIP Investment details... Frequencies Available Daily Weekly Fortnightly Monthly Quarterly Under SIP Minimum Amount Rs. 100/- Rs. 500/- Rs. 5004 and Rs. 500/- Rs. 5004 and and in and in in mutiples of and in in muttiples of multiples of | multiplesof | Re. 14 multiple
Slide 6: e ra
QUANTUM MUTUAL FUND e ra Log on to the Invest Online section on Write to us at: Call us on: www.QuantumMF.com CustomerCare@QuantumAMC.com 1800-22-3863 (Existing Quantum Investors only) www.QuantumMF.com 6
Slide 7: Should you invest in Gold?
QI] QUANTUM MUTUAL FUND QUANTUM What are the different ways to invest in Should you invest in Gold? Gold? RED How has Gold performed? we =) Where is Gold heading? Why is Gold such a must-have? www.QuantumMF.com 7
Slide 8: Your portfolio could well be at risk!
| QUANTUM MUTUAL FUND ( axd only [sie pucual Fund Your portfolio could well be at risk! >» Stock Markets are volatile » Economic Conditions appear uncertain > Political Tensions continue to mount > Global Credit Crisis threatens to explode > INR value gradually depreciating > Inflation showing no si
Slide 9: When stock markets suffered, gold could have limited losses
QI] QUANTUM MUTUAL FUND QUANTUM Did you know: When the stock markets suffered, Gold could have limited your overall losses 21% 29% 22% 13% 8% 1% 6% 24% Source: Bloomberg www.QuantumMF.com 9
Slide 10: Beat Inflation Blue — Invest in Gold!
“QUANTUM MUTUAL FUND Beat Inflation Blue — Invest in Gold! Relation between Consumer Price Index and Gold price 3600 4 3200 + —Gold Prices (In Rupees) 2800 + ——India Consumer Price Index 2400 5 2000 + 1600 + 1200 + 800 + 400 4 1979 1987 1995 2003 2011 Gold can help you hedge inflation over the long
Slide 11: Gold — The king of uncertain times
QI] QUANTUM MUTUAL FUND Gold — The king of uncertain times... 1500 )Society dislikes uncertainty. During times of national crises, emergencies, wars ,geopolitical strife or even a financial distress, 7 Sopris crisii there is a rush to transfer assets into gold. Credit crisis Cruden 150 onal 1200 4 S
Slide 12: Currency Eras
QUANTUM MUTUAL FUND Currency Eras The table below shows currencies that have dominated the economy as a globally acknowledged reserve currency for a cycle of nearly 100 years. Currency Supremacy From To No. of Years Portuguese 1450 1530 80 Spanish 1530 1640 110 Dutch 1640 1720 80 French 1720 1815 95
Slide 13: Race to Devaluation
QUANTUM Race to Devaluation Gold moves in the opposite Gold per unit of currency in direction to the US dollar circulation is gradually decreasing ($/oz) (S/Euro: Inverted) 160.00 + 1600 Gold (LHS) y 08 140.00 —uwUS. UK 1400 — Dollar (RHS) 99) | 42000 + | # India Japan 1200 11 || 100.00 1000 + 3 80.
Slide 14: Diversify & Shift to Gold
QL] QUANTUM MUTUAL FUND QUANTUM 4500000 —FXresaves (USS Millions) LHS) %e 4000000 3500000 3000000 2500000 2000000 4Gold's sharefallsas 1500000 4FXteserves increase — Gold asa % of Total Reserves (RHS) BRIC nations are diversifying their foreign exchange reserves and reducing Va % US Dollar holdings
Slide 15: Most practical approach — Move into Gold!
QUANTUM MUTUAL FUND Most practical approach — Move into Gold! Gold does well in negative real interest Take a look at this chart and think — rates situations Is your FD really making you money? =< BEGOLDS Comdty + Last Price (Ri) $6780.04 +1799, corr MESETDIYR Index ~ INCPIINY Index on 2/28/11 (L1)
Slide 16: Gold prices have increased in all fiat currencies
QI] QUANTUM MUTUAL FUND QUANTUM Gold prices have increased in all fiat currencies... It remains the only supply constrained currency! 240 7— 220 -— 200 -— 180 3 160 140 120 4 100 “4 80 1 T T T r T 1 Sep-08 Feb-09 Jul-09 Dec-09 Jun-10 Nov-10 Apr-l] ——Ruble GBP —=—=EKxp “NK -—=USD “——"CHF Gold Prices
Slide 17: More reasons to explain why Gold will rise
QUANTUM MUTUAL FUND (and onl Fund QUANTUM More reasons to explain why Gold will rise... Debasement of paper currencies — Increasing deficits, governments printing more fiat money Increasing inflation — Creation of more fiat money reduces currency value, leading to inflation over the long term Centra
Slide 18: You MUST own Gold!
QUANTUM MUTUAT FUND / ee QUANTUM utual You MUST own Gold! A few reasons to explain why... &% Low (or negative) correlation with other asset classes: Change in price of other financial assets does not correlate with changes in gold prices Effective for portfolio diversification: Protects your savings
Slide 19: QL] only
QL] QUANTUM MUTUAL FUND 4 only QUANTUM — irect to In wae “Regardless of the dollar price involved, one ounce of gold would purchase a good-quality man's suit at the conclusion of the Revolutionary War, the Civil War, the presidency of Franklin Roosevelt, and today." - Peter A. Burshre www.QuantumMF.
Slide 20: Many options to buy gold
QL] QUANTUM MUTUAL FUND (and only { to Investor QUANTUM i india’s 1"ADirect t { Mutual } Fund__4 Many options to buy gold... Take your ~ptok Goldcoins &bars Gold Jewellery Gold Stocks Gold Futures Contract BUT: BUT: | BUT: BUT: Sold at wholesale + | syMaking charges —_'-4Not real gold- , Tend to be
Slide 21: Do you still think your safe is SAFE?
QUANTUM MUTUAL FUND a QUANTUM Do you still think your safe is “SAFE”?? “50 tolas gold jewellery stolen from Ameerpet bank locker (Ameerpet branch Allahabad bank )” - (Apr 25, 2008) aN “Cash, gold worth Rs. 7.59 crores stolen from bank in Thrissur” -(May 29, 2006) “Jewellery worth lakhs stolen from b
Slide 22: Comparison of various Gold investment avenues
QV] QUANTUM MUTUAL FUND QUANTUM Comparison of various Gold investment avenues Criteria Physical (From Jeweller) Physical (From Bank) Quantum Gold ETF Demat Availability of Standard Pricing No - may differ from jeweller to jeweller No- may differ from bank to bank Yes- linked to International (LBMA)
Slide 23: Benefits of Quantum Gold ETF
QI] QUANTUM MUTUAL FUND (and only { “ estor| QUANTUM | india’s 1 ‘~Direct to Inv } 4 ‘ yyy HY Mutual Fund Cheapest form of owning high quality gold in lower denominations Low Tracking Error — 0.007% (absolute) and on an annualized basis it has stood at 0.11% since inception, 22 February 2008 Average
Slide 24: Gold ETFs — Sensible Investment Option, But...
QUANTUM MUTUAL FUND ~~ and only QUANTUM i india’s 1"ADirect to Investor} \ Mutual Fund __ Gold ETFs — Sensible Investment Option, But... A few issues faced by retail investors like yourself: A Demat and Trading account is compulsory if you want to invest ETFs don’t offer you convenient methods of in
Slide 25: Are you still thinking?
QO] QUANTUM MUTUAL FUND QUANTUM Are you still thinking? et ot or NFO Opens NFO Closes Scheme Reopens 28 April, 2011 12 May, 2011 26 May, 2011 Quantum Asset Management Company Private Limited 505, 5" Floor, Regent Chambers, Nariman Point, Mumbai - 400 021. www.QuantumMF.com 26
Slide 26: Disclaimer
ix a QL] QUANTUM MUTUAL FUND and only Investor , - dia’s 1 “ADirect to CLUWhiti | Profit with Process =z Mutual Fund Disclaimer The data / information in this pres esentation are meant for eare for. general reading purpose and are not meant to serve as a professional guide / investment advice for th
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