Investment funds / non-KiwiSaver / Shares / Global Regional
The India Avenue Equity Fund seeks to provide long-term capital growth to clients by investing in listed shares of companies benefitting from strong economic growth in India. The Manager believes India’s growth creates a vibrant ecosystem for companies to grow their profits from growing consumption, infrastructure, technology and financial needs of a significant (over 1.3 billion people) and youthful (50% aged 26 or below) population. By investing in a diverse portfolio of companies, it is their belief that they can generate outperformance of our passive, marketcapitalization weighted benchmark (MSCI India), with less volatility, over rolling 5 year periods. The Fund is designed for investors seeking higher return over a long term investment horizon and are therefore willing to accept a higher degree of risk for such returns.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.