Student portfolio's Indian equity exposure continues strong performance

The JIBS Global Balanced Fund is a model portfolio developed by Professor Lee Morris and the students as a method of applying the academic theory to a real-life situation. Managing the portfolio enables students to gain a feel of markets, while exposing them to strategic and tactical asset allocation decisions and an insight into instruments to express these views.


Read the month-end performance review for January. The actively managed JIBS Global Balanced Portfolio returned +1.12% in January continuing from a successful 2016, in which it returned +13.52% (gross of fees), while peers as measured by the ARC Balanced PCI returned +8.61%.