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FIDUCIAN INDIA FUND

 

The Fiducian India Fund provides investors with the unique opportunity to invest in a well-diversified range of companies listed on Indian stock exchanges. It is managed by carefully chosen Indian fund managers who are based in India and can satisfy Fiducian’s selection criteria. These fund managers employ large teams of research analysts with substantial local knowledge of the many languages, business processes in different geographical regions, economic activity and regulatory environment.

Over recent years India has been one of the fastest growing economies in the world. Many Indian companies have been taking advantage of this growth and in particular have been benefiting from a rapidly expanding consumer market. As a consequence, the Indian stock market in recent times has significantly out-performed when compared with the performance of most share markets in the more advanced economies. This Fund aims to provide investors with actively managed exposure to this well-performed market in a country that could become a major economic power over the next two decades.

While this Fund could be expected to deliver relatively high returns over the longer term, it could also experience periods of capital loss. This is because performance could be significantly affected by rapid changes in investor sentiment, potential difficulties in buying or selling shares, unexpected regulatory changes by Government, political developments and currency fluctuations (this Fund is not hedged against changes in currency).

This Fund seeks to manage inherent volatility by blending portfolios provided by experienced and well-known fund managers, each with established compliance procedures and excellent performance track records. Each of these fund managers utilises different investment styles and focuses on different market sectors, providing investors in this fund with well-diversified overall market exposure.

In our view this Fund appears suited to investors who are seeking access to a high-growth economy. While it holds promise for capital growth, caution is warranted when investing in this Fund. Taking advice from a Financial Adviser is recommended. Due to the potential for significant fluctuations at times, investment should be aimed at longer-term returns with money that is not required for cash flow at short notice.

The Fund uses specialist local Indian fund managers that focus on different sectors of the share market, including large, mid and small-cap stocks.

Product Disclosure Statement

Fiducian India Fund - Consistent Recommended Rating

Monthly Fund Report

View Previous Reports


The Investment Case for India

Fund Holding - Company Profiles

Latest Returns

Fund Commencement
August 2007

Benchmark and Aim
The Fund’s objective is to exceed the Bombay Stock Exchange 100 (BSE 100) Index (after fees) over rolling three-year periods.

Asset Allocation (31 December 2016)

Underlying Portfolio Managers

Following are the current panel of investment managers as selected by Fiducian’s Investment Team. They have met the stringent requirements of Fiducian’s ‘Manage the Manager System’ and are continuously monitored by Fiducian’s Investment Team. The team tactically re-weights between the investment managers on the basis of detailed economic, market and fund performance analysis. Investment managers may be replaced from time to time at the discretion of the Fiducian Investment Team.

 
   
 

 

The information on the Fiducian website is not intended to be a recommendation, offer, or invitation to invest. Any advice is general in nature and does not take into account your investment objectives, financial situation and particular needs. You should consult your Financial Planner for advice and consider the disclosure document for each product before making investment decisions.

Fiducian Services Pty Limited ABN 41 602 437 892 on behalf of Fiducian Portfolio Services Limited RSE L0001144, and Fiducian Investment Management Services Limited AFSL 468211

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