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Gold Plus Equity

Get the best of both the worlds

11-Dec-2009•Value Research

I am looking to invest in a fund which has both gold and equity. Can you please suggest a fund which invests in an equal amount in both? Can you please furnish details such as past performance, ratings and risk return profile?

-Pruthvi

There is just one fund that does so. UTI Wealth Builder Series II was launched in November, 2008. The fund invests up to 35 per cent of its assets in UTI’s gold exchange traded fund (Gold ETF). The fund’s equity exposure can vary between 65 and 100 per cent. At present, the fund is not rated since it just about a year old.

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