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Monday, December 31, 2012

Review of Taurus Tax Shield

Aim: Invest in medium and large sized high growth companies with competitive advantages and financial strength

Performance Driver:
Concentrated exposure to fewer sectors; large-cap orientation has achieved growth during rallies and checked on downside during falls

Why Invest?
The buy-and-hold strategy and low portfolio turnover is a good long-term investment with tax benefits

Flipside: The fund's few contrarian bets may impact short-term performance

Invest if: You are looking for tax deductions on investments with equity exposure but low risk tolerance 

 

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