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We believe that having access to specialist know how and talent is essential for you to achieve your long term financial goals.
Through our platform, we offer you the opportunity to invest in a wide range of professionally managed global investment funds.
These investment funds are managed by leading international managers and help you invest across various asset classes and geographies.
The fund invests primarily in equities or equity-like securities of companies that are domiciled or have a majority of their business activity in the US and which we believe are undervalued.
The fund aims to maximise total investment return, consisting of a combination of interest income, capital appreciation and currency gains by investing in a portfolio of fixed and floating rate debt securities and debt obligations.
To facilitate shareholders’ access to the emerging or developing financial markets while seeking long-term capital appreciation via a diversified portfolio of shares of companies traded on the main regulated markets of the emerging and developing countries.
The objective is to provide investors with long-term capital growth by investing in a globally diversified portfolio of technology-related companies. The Fund aims to take advantage of market trends internationally. While taking a geographically diversified approach and operating within broad asset allocation ranges.
The objective of the Sub-Fund is to achieve long term capital appreciation by primarily investing at least two thirds of its total assets in equity and equity linked securities of companies registered in India or deriving a significant portion of their business from India.
The Fund’s investment strategy is to generate total returns with moderate levels of credit risk by investing in a portfolio of fixed income securities issued by the Central Government of India, State Governments of India, Indian Public Sector Undertakings, companies of Indian origin or deriving a significant portion of their business in India.
The fund aims to provide positive investment returns in all market conditions over the medium to long term. The fund is actively managed, with a wide investment remit to target a level of return over rolling three-year periods equivalent to cash plus five percent a year, gross of fees.
The Fund may invest primarily in equity securities of Japanese companies. The Fund seeks to identify and invest in significantly undervalued stocks by estimating fair value of a stock based on mid to long term earnings outlook and qualitative factors. It will keep holding the position for a long time until the market reflects the value of a stock. The Fund has a long term smaller cap bias.
The Global Investment Grade Credit Fund is an actively managed portfolio that invests at least two-thirds of its assets in primarily investment grade global corporate and credit instruments. Portfolio duration may vary within two years of the benchmark and the fund may tactically invest up to 15% of assets in below-investment grade issues.
The Portfolio seeks to provide income and capital growth over the longer term. The Portfolio will mostly invest in fixed-income securities of any type of emerging country issuer. Where such issuers are companies they may either be based in or earn most of their profits or revenues from emerging markets. The Portfolio may also invest in fixed income securities where the issuer may be based anywhere in the world. For more information, please check the prospectus.