Gateway to India Fund

Introduction

Key points

  • Indian listed equities fund with multicap domestic focus
  • Fund performance measured against S&P BSE 500 Index
  • Concentrated portfolio
  • Team of experienced 'on the ground' analysts based in Mumbai
  • Disciplined bottom-up investment approach
  • Open ended, sub fund of UCITS ICAV

Investment objective

The investment objective of the Fund is to provide long term capital appreciation. The Fund intends to achieve its investment objective by investing primarily in a diversified portfolio of multicap equities and equity related securities of (i) companies that have their registered office in India and are listed on Recognised Exchanges worldwide, (ii) companies that exercise a preponderant part of their economic activity in India and are listed on Recognised Exchanges worldwide and/or (iii) companies whose equity and equity related securities are listed, traded or dealt in on Indian stock exchanges.