Fund profile
The Fiducian India Fund (Fund) invests in a diverse range of companies listed on Indian stock exchanges across multiple industry sectors including financials, industrials, resources and consumer staples. The Fund is not hedged against currency fluctuations.
The Fund is managed using Fiducian's unique Manage the Manager system, which aims to deliver superior returns with reduced risk. It invests via four dedicated Indian fund managers, all of whom are based in India and have met Fiducian's stringent selection criteria. These local experts in turn employ large teams of research analysts with in-depth knowledge across India's different regions, industry sectors and regulatory environments.
Fund objective
The Fund aims to outperform the Bombay Stock Exchange (BSE) 100 Index (in AUD) after fees over rolling five-year periods.
Investor profile
The Fiducian India Fund presents a rare opportunity that may appeal to specialist investors seeking access to one of the world's fastest growing economies and its potential for high capital growth. However, significant volatility and capital losses are possible from the risk of periodic illiquidity, regulatory or political change, or currency fluctuations.