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Document details

Highest nav guaranteed highest nav guaranteed ulips

Published on Oct 7, 2015

mansinegi
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Now remember guarantees and stock markets don’t mix. The returns from the equity markets are not guaranteed. So in order to give you guaranteed returns these plans tend to shift their portfolio between debt and equity in such a way that that the plan’s highest NAV is locked by shifting a part of equity assets to debt. This debt portion is selected in such a way that its maturity value equals highest NAV reached.

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